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 | $504,243 | $100,773+400.4% | $88,946+466.9% | $142,382+254.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 15.97% | 70.18%-54.2pp | 57.82%-41.9pp | 217.08%-201.1pp |
| Employer contribution / active EE | $4,235 | $2,918+45.2% | $2,555+65.8% | $4,299-1.5% |
| Participant deferral / active EE | $12,091 | $5,230+131.2% | $4,581+163.9% | $6,507+85.8% |
| Admin fee / account holder | $17,310 | $9,693+78.6% | $8,261+109.5% | $12,624+37.1% |