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 | $295,761 | $165,335+78.9% | $149,696+97.6% | $158,922+86.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.89% | 348.15%-338.3pp | 276.60%-266.7pp | 302.83%-292.9pp |
| Employer contribution / active EE | $4,969 | $5,103-2.6% | $4,644+7.0% | $4,761+4.4% |
| Participant deferral / active EE | $21,545 | $7,181+200.0% | $6,842+214.9% | $5,982+260.2% |
| Admin fee / account holder | $609,217 | $10,807+5537.5% | $9,309+6444.6% | $11,246+5317.3% |