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 | $570,672 | $185,822+207.1% | $169,993+235.7% | $139,434+309.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.63% | 60.50%-38.9pp | 53.37%-31.7pp | 372.94%-351.3pp |
| Employer contribution / active EE | $8,950 | $7,590+17.9% | $6,785+31.9% | $4,751+88.4% |
| Participant deferral / active EE | $0 | $11,622-100.0% | $10,408-100.0% | $6,710-100.0% |
| Admin fee / account holder | $4,981 | $15,381-67.6% | $12,815-61.1% | $11,403-56.3% |