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 | $413,969 | $177,572+133.1% | $154,803+167.4% | $142,382+190.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.06% | 65.07%-50.0pp | 58.88%-43.8pp | 217.08%-202.0pp |
| Employer contribution / active EE | $5,815 | $4,810+20.9% | $4,305+35.1% | $4,299+35.3% |
| Participant deferral / active EE | $8,779 | $6,272+40.0% | $5,540+58.4% | $6,507+34.9% |
| Admin fee / account holder | $1,590 | $16,786-90.5% | $14,329-88.9% | $12,624-87.4% |