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 | $468,737 | $214,378+118.6% | $200,582+133.7% | $142,382+229.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 35.85% | 46.41%-10.6pp | 42.33%-6.5pp | 217.08%-181.2pp |
| Employer contribution / active EE | $20,022 | $6,841+192.7% | $6,419+211.9% | $4,299+365.7% |
| Participant deferral / active EE | $13,325 | $9,865+35.1% | $9,331+42.8% | $6,507+104.8% |
| Admin fee / account holder | $86,840 | $17,692+390.8% | $16,305+432.6% | $12,624+587.9% |