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 | $434,528 | $159,602+172.3% | $150,045+189.6% | $142,382+205.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.04% | 70.24%-56.2pp | 62.55%-48.5pp | 217.08%-203.0pp |
| Employer contribution / active EE | $5,105 | $4,961+2.9% | $4,693+8.8% | $4,299+18.7% |
| Participant deferral / active EE | $6,294 | $8,310-24.3% | $7,997-21.3% | $6,507-3.3% |
| Admin fee / account holder | $12,997 | $14,846-12.5% | $13,435-3.3% | $12,624+3.0% |