See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $283,942 | $159,602+77.9% | $150,045+89.2% | $142,382+99.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.94% | 70.24%-51.3pp | 62.55%-43.6pp | 217.08%-198.1pp |
| Employer contribution / active EE | $5,340 | $4,961+7.6% | $4,693+13.8% | $4,299+24.2% |
| Participant deferral / active EE | $13,368 | $8,310+60.9% | $7,997+67.2% | $6,507+105.4% |
| Admin fee / account holder | $121,438 | $14,846+718.0% | $13,435+803.9% | $12,624+862.0% |