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 | $435,327 | $159,602+172.8% | $150,045+190.1% | $142,382+205.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.30% | 70.24%-53.9pp | 62.55%-46.2pp | 217.08%-200.8pp |
| Employer contribution / active EE | $9,293 | $4,961+87.3% | $4,693+98.0% | $4,299+116.2% |
| Participant deferral / active EE | $11,733 | $8,310+41.2% | $7,997+46.7% | $6,507+80.3% |
| Admin fee / account holder | $1,855 | $14,846-87.5% | $13,435-86.2% | $12,624-85.3% |