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 | $427,358 | $214,378+99.3% | $200,582+113.1% | $142,382+200.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.44% | 46.41%-29.0pp | 42.33%-24.9pp | 217.08%-199.6pp |
| Employer contribution / active EE | $7,656 | $6,841+11.9% | $6,419+19.3% | $4,299+78.1% |
| Participant deferral / active EE | $17,580 | $9,865+78.2% | $9,331+88.4% | $6,507+170.2% |
| Admin fee / account holder | $78,993 | $17,692+346.5% | $16,305+384.5% | $12,624+525.8% |