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 | $416,272 | $185,822+124.0% | $169,993+144.9% | $139,434+198.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.92% | 60.50%-42.6pp | 53.37%-35.5pp | 372.94%-355.0pp |
| Employer contribution / active EE | $7,658 | $7,590+0.9% | $6,785+12.9% | $4,751+61.2% |
| Participant deferral / active EE | $10,714 | $11,622-7.8% | $10,408+2.9% | $6,710+59.7% |
| Admin fee / account holder | $956 | $15,381-93.8% | $12,815-92.5% | $11,403-91.6% |