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 | $468,533 | $197,591+137.1% | $177,821+163.5% | $158,922+194.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 42.17% | 58.76%-16.6pp | 48.32%-6.2pp | 302.83%-260.7pp |
| Employer contribution / active EE | $11,103 | $6,697+65.8% | $5,918+87.6% | $4,761+133.2% |
| Participant deferral / active EE | $13,692 | $8,405+62.9% | $7,714+77.5% | $5,982+128.9% |
| Admin fee / account holder | $351 | $15,399-97.7% | $12,427-97.2% | $11,246-96.9% |