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 | $374,170 | $111,535+235.5% | $105,223+255.6% | $137,256+172.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 47.19% | 237.85%-190.7pp | 180.65%-133.5pp | 220.34%-173.2pp |
| Employer contribution / active EE | $5,092 | $3,939+29.3% | $3,689+38.0% | $4,156+22.5% |
| Participant deferral / active EE | $5,606 | $5,500+1.9% | $5,072+10.5% | $6,407-12.5% |
| Admin fee / account holder | $23,110 | $9,721+137.7% | $8,859+160.9% | $12,270+88.3% |