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 | $275,789 | $197,591+39.6% | $177,821+55.1% | $158,922+73.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 10.06% | 58.76%-48.7pp | 48.32%-38.3pp | 302.83%-292.8pp |
| Employer contribution / active EE | $6,250 | $6,697-6.7% | $5,918+5.6% | $4,761+31.3% |
| Participant deferral / active EE | $4,700 | $8,405-44.1% | $7,714-39.1% | $5,982-21.4% |
| Admin fee / account holder | $655 | $15,399-95.7% | $12,427-94.7% | $11,246-94.2% |