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 | $417,445 | $183,592+127.4% | $155,567+168.3% | $145,959+186.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 41.68% | 61.24%-19.6pp | 64.74%-23.1pp | 561.95%-520.3pp |
| Employer contribution / active EE | $5,272 | $5,315-0.8% | $4,674+12.8% | $4,661+13.1% |
| Participant deferral / active EE | $7,722 | $6,464+19.5% | $5,628+37.2% | $6,689+15.4% |
| Admin fee / account holder | $11,737 | $19,318-39.2% | $15,916-26.3% | $13,398-12.4% |