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 | $478,712 | $159,901+199.4% | $146,958+225.7% | $145,922+228.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.82% | 98.13%-81.3pp | 418.34%-401.5pp | 561.29%-544.5pp |
| Employer contribution / active EE | $4,867 | $5,286-7.9% | $4,933-1.3% | $4,660+4.4% |
| Participant deferral / active EE | $11,618 | $8,428+37.8% | $8,070+44.0% | $6,688+73.7% |
| Admin fee / account holder | $2,639 | $15,044-82.5% | $12,998-79.7% | $13,397-80.3% |