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 | $646,483 | $159,602+305.1% | $150,045+330.9% | $142,382+354.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.71% | 70.24%-54.5pp | 62.55%-46.8pp | 217.08%-201.4pp |
| Employer contribution / active EE | $6,326 | $4,961+27.5% | $4,693+34.8% | $4,299+47.2% |
| Participant deferral / active EE | $22,475 | $8,310+170.5% | $7,997+181.0% | $6,507+245.4% |
| Admin fee / account holder | $33,635 | $14,846+126.6% | $13,435+150.4% | $12,624+166.4% |