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 | $313,245 | $175,202+78.8% | $149,673+109.3% | $139,434+124.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.50% | 166.71%-152.2pp | 134.42%-119.9pp | 372.94%-358.4pp |
| Employer contribution / active EE | $4,934 | $5,474-9.9% | $4,818+2.4% | $4,751+3.9% |
| Participant deferral / active EE | $3,111 | $6,519-52.3% | $5,680-45.2% | $6,710-53.6% |
| Admin fee / account holder | $13,974 | $16,150-13.5% | $13,210+5.8% | $11,403+22.6% |