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 | $331,462 | $177,572+86.7% | $154,803+114.1% | $142,382+132.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 23.89% | 65.07%-41.2pp | 58.88%-35.0pp | 217.08%-193.2pp |
| Employer contribution / active EE | $8,087 | $4,810+68.1% | $4,305+87.8% | $4,299+88.1% |
| Participant deferral / active EE | $6,901 | $6,272+10.0% | $5,540+24.6% | $6,507+6.1% |
| Admin fee / account holder | $3,508 | $16,786-79.1% | $14,329-75.5% | $12,624-72.2% |