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 | $326,117 | $159,602+104.3% | $150,045+117.3% | $142,382+129.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.95% | 70.24%-54.3pp | 62.55%-46.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $5,342 | $4,961+7.7% | $4,693+13.8% | $4,299+24.3% |
| Participant deferral / active EE | $10,571 | $8,310+27.2% | $7,997+32.2% | $6,507+62.4% |
| Admin fee / account holder | $68,307 | $14,846+360.1% | $13,435+408.4% | $12,624+441.1% |