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 | $388,278 | $185,822+109.0% | $169,993+128.4% | $139,434+178.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 23.07% | 60.50%-37.4pp | 53.37%-30.3pp | 372.94%-349.9pp |
| Employer contribution / active EE | $36,842 | $7,590+385.4% | $6,785+443.0% | $4,751+675.5% |
| Participant deferral / active EE | $21,044 | $11,622+81.1% | $10,408+102.2% | $6,710+213.6% |
| Admin fee / account holder | $2,103 | $15,381-86.3% | $12,815-83.6% | $11,403-81.6% |