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 | $432,241 | $214,378+101.6% | $200,582+115.5% | $142,382+203.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.64% | 46.41%-32.8pp | 42.33%-28.7pp | 217.08%-203.4pp |
| Employer contribution / active EE | $11,502 | $6,841+68.1% | $6,419+79.2% | $4,299+167.6% |
| Participant deferral / active EE | $19,697 | $9,865+99.7% | $9,331+111.1% | $6,507+202.7% |
| Admin fee / account holder | $142,882 | $17,692+707.6% | $16,305+776.3% | $12,624+1031.9% |