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 | $274,053 | $169,032+62.1% | $129,207+112.1% | $145,922+87.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 38.81% | 14330.11%-14291.3pp | 9417.33%-9378.5pp | 561.29%-522.5pp |
| Employer contribution / active EE | $3,822 | $5,537-31.0% | $4,153-8.0% | $4,660-18.0% |
| Participant deferral / active EE | $8,690 | $4,987+74.2% | $4,168+108.5% | $6,688+29.9% |
| Admin fee / account holder | $7,914 | $9,954-20.5% | $7,715+2.6% | $13,397-40.9% |