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 | $417,924 | $183,963+127.2% | $162,163+157.7% | $152,861+173.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 22.69% | 150.76%-128.1pp | 115.59%-92.9pp | 345.32%-322.6pp |
| Employer contribution / active EE | $5,778 | $6,371-9.3% | $5,614+2.9% | $4,762+21.3% |
| Participant deferral / active EE | $13,168 | $8,034+63.9% | $7,298+80.4% | $5,850+125.1% |
| Admin fee / account holder | $9,798 | $13,121-25.3% | $10,843-9.6% | $11,596-15.5% |