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 | $484,675 | $177,572+172.9% | $154,803+213.1% | $142,382+240.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.42% | 65.07%-53.7pp | 58.88%-47.5pp | 217.08%-205.7pp |
| Employer contribution / active EE | $1,649 | $4,810-65.7% | $4,305-61.7% | $4,299-61.6% |
| Participant deferral / active EE | $5,652 | $6,272-9.9% | $5,540+2.0% | $6,507-13.1% |
| Admin fee / account holder | $18,100 | $16,786+7.8% | $14,329+26.3% | $12,624+43.4% |