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 | $448,009 | $159,602+180.7% | $150,045+198.6% | $142,382+214.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 32.76% | 70.24%-37.5pp | 62.55%-29.8pp | 217.08%-184.3pp |
| Employer contribution / active EE | $4,156 | $4,961-16.2% | $4,693-11.4% | $4,299-3.3% |
| Participant deferral / active EE | $15,421 | $8,310+85.6% | $7,997+92.8% | $6,507+137.0% |
| Admin fee / account holder | $32,335 | $14,846+117.8% | $13,435+140.7% | $12,624+156.1% |