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 | $385,049 | $152,587+152.3% | $125,175+207.6% | $152,861+151.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 19.33% | 54.84%-35.5pp | 43.79%-24.5pp | 345.32%-326.0pp |
| Employer contribution / active EE | $4,877 | $4,946-1.4% | $3,865+26.2% | $4,762+2.4% |
| Participant deferral / active EE | $10,274 | $5,868+75.1% | $4,937+108.1% | $5,850+75.6% |
| Admin fee / account holder | $11,588 | $13,434-13.7% | $9,702+19.4% | $11,596-0.1% |