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 | $425,066 | $177,572+139.4% | $154,803+174.6% | $142,382+198.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.48% | 65.07%-45.6pp | 58.88%-39.4pp | 217.08%-197.6pp |
| Employer contribution / active EE | $5,714 | $4,810+18.8% | $4,305+32.7% | $4,299+32.9% |
| Participant deferral / active EE | $6,501 | $6,272+3.7% | $5,540+17.3% | $6,507-0.1% |
| Admin fee / account holder | $1,816 | $16,786-89.2% | $14,329-87.3% | $12,624-85.6% |