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 | $455,673 | $179,726+153.5% | $156,263+191.6% | $142,382+220.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 14.45% | 77.86%-63.4pp | 59.47%-45.0pp | 217.08%-202.6pp |
| Employer contribution / active EE | $4,685 | $5,069-7.6% | $4,333+8.1% | $4,299+9.0% |
| Participant deferral / active EE | $12,661 | $6,956+82.0% | $6,158+105.6% | $6,507+94.6% |
| Admin fee / account holder | $23,083 | $17,272+33.6% | $14,255+61.9% | $12,624+82.9% |