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 | $399,763 | $172,111+132.3% | $150,298+166.0% | $137,256+191.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 62.54% | 69.37%-6.8pp | 62.79%-0.2pp | 220.34%-157.8pp |
| Employer contribution / active EE | $9,613 | $4,636+107.3% | $4,154+131.4% | $4,156+131.3% |
| Participant deferral / active EE | $7,053 | $6,166+14.4% | $5,453+29.4% | $6,407+10.1% |
| Admin fee / account holder | $962 | $16,471-94.2% | $14,116-93.2% | $12,270-92.2% |