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 | $366,300 | $159,602+129.5% | $150,045+144.1% | $142,382+157.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.81% | 70.24%-57.4pp | 62.55%-49.7pp | 217.08%-204.3pp |
| Employer contribution / active EE | $4,909 | $4,961-1.0% | $4,693+4.6% | $4,299+14.2% |
| Participant deferral / active EE | $11,494 | $8,310+38.3% | $7,997+43.7% | $6,507+76.6% |
| Admin fee / account holder | $9,840 | $14,846-33.7% | $13,435-26.8% | $12,624-22.1% |