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 | $290,495 | $214,378+35.5% | $200,582+44.8% | $142,382+104.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.57% | 46.41%-31.8pp | 42.33%-27.8pp | 217.08%-202.5pp |
| Employer contribution / active EE | $13,065 | $6,841+91.0% | $6,419+103.5% | $4,299+203.9% |
| Participant deferral / active EE | $18,089 | $9,865+83.4% | $9,331+93.9% | $6,507+178.0% |
| Admin fee / account holder | $17,712 | $17,692+0.1% | $16,305+8.6% | $12,624+40.3% |