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 | $467,105 | $197,591+136.4% | $177,821+162.7% | $158,922+193.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 18.99% | 58.76%-39.8pp | 48.32%-29.3pp | 302.83%-283.8pp |
| Employer contribution / active EE | $12,580 | $6,697+87.8% | $5,918+112.6% | $4,761+164.2% |
| Participant deferral / active EE | $9,035 | $8,405+7.5% | $7,714+17.1% | $5,982+51.0% |
| Admin fee / account holder | $2,481 | $15,399-83.9% | $12,427-80.0% | $11,246-77.9% |