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 | $292,611 | $154,228+89.7% | $145,433+101.2% | $137,256+113.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.26% | 74.59%-60.3pp | 66.58%-52.3pp | 220.34%-206.1pp |
| Employer contribution / active EE | $9,265 | $4,804+92.9% | $4,554+103.4% | $4,156+122.9% |
| Participant deferral / active EE | $15,390 | $8,216+87.3% | $7,897+94.9% | $6,407+140.2% |
| Admin fee / account holder | $1,565 | $14,344-89.1% | $13,129-88.1% | $12,270-87.2% |