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 | $398,490 | $159,602+149.7% | $150,045+165.6% | $142,382+179.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.66% | 70.24%-56.6pp | 62.55%-48.9pp | 217.08%-203.4pp |
| Employer contribution / active EE | $6,116 | $4,961+23.3% | $4,693+30.3% | $4,299+42.3% |
| Participant deferral / active EE | $14,117 | $8,310+69.9% | $7,997+76.5% | $6,507+117.0% |
| Admin fee / account holder | $2,135 | $14,846-85.6% | $13,435-84.1% | $12,624-83.1% |