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 | $467,413 | $177,572+163.2% | $154,803+201.9% | $142,382+228.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.91% | 65.07%-45.2pp | 58.88%-39.0pp | 217.08%-197.2pp |
| Employer contribution / active EE | $14,555 | $4,810+202.6% | $4,305+238.0% | $4,299+238.5% |
| Participant deferral / active EE | $11,758 | $6,272+87.5% | $5,540+112.2% | $6,507+80.7% |
| Admin fee / account holder | $2,333 | $16,786-86.1% | $14,329-83.7% | $12,624-81.5% |