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 | $452,302 | $197,591+128.9% | $177,821+154.4% | $158,922+184.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 12.58% | 58.76%-46.2pp | 48.32%-35.7pp | 302.83%-290.2pp |
| Employer contribution / active EE | $6,210 | $6,697-7.3% | $5,918+4.9% | $4,761+30.4% |
| Participant deferral / active EE | $12,128 | $8,405+44.3% | $7,714+57.2% | $5,982+102.7% |
| Admin fee / account holder | $660 | $15,399-95.7% | $12,427-94.7% | $11,246-94.1% |