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 | $386,565 | $214,378+80.3% | $200,582+92.7% | $142,382+171.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 11.94% | 46.41%-34.5pp | 42.33%-30.4pp | 217.08%-205.1pp |
| Employer contribution / active EE | $10,081 | $6,841+47.4% | $6,419+57.1% | $4,299+134.5% |
| Participant deferral / active EE | $4,890 | $9,865-50.4% | $9,331-47.6% | $6,507-24.8% |
| Admin fee / account holder | $9,091 | $17,692-48.6% | $16,305-44.2% | $12,624-28.0% |