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 | $445,133 | $210,648+111.3% | $177,989+150.1% | $145,922+205.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 22.67% | 385.86%-363.2pp | 294.48%-271.8pp | 561.29%-538.6pp |
| Employer contribution / active EE | $4,810 | $4,565+5.4% | $3,949+21.8% | $4,660+3.2% |
| Participant deferral / active EE | $7,500 | $6,958+7.8% | $6,276+19.5% | $6,688+12.1% |
| Admin fee / account holder | $5,858 | $12,013-51.2% | $10,363-43.5% | $13,397-56.3% |