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 | $469,002 | $178,174+163.2% | $156,181+200.3% | $137,256+241.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 15.38% | 84.19%-68.8pp | 64.87%-49.5pp | 220.34%-205.0pp |
| Employer contribution / active EE | $2,531 | $4,972-49.1% | $4,294-41.1% | $4,156-39.1% |
| Participant deferral / active EE | $11,100 | $6,888+61.2% | $6,132+81.0% | $6,407+73.3% |
| Admin fee / account holder | $12,000 | $17,404-31.1% | $14,586-17.7% | $12,270-2.2% |