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 | $408,135 | $159,602+155.7% | $150,045+172.0% | $142,382+186.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.64% | 70.24%-57.6pp | 62.55%-49.9pp | 217.08%-204.4pp |
| Employer contribution / active EE | $4,310 | $4,961-13.1% | $4,693-8.2% | $4,299+0.2% |
| Participant deferral / active EE | $11,672 | $8,310+40.5% | $7,997+46.0% | $6,507+79.4% |
| Admin fee / account holder | $12,154 | $14,846-18.1% | $13,435-9.5% | $12,624-3.7% |