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 | $453,047 | $159,602+183.9% | $150,045+201.9% | $142,382+218.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.95% | 70.24%-55.3pp | 62.55%-47.6pp | 217.08%-202.1pp |
| Employer contribution / active EE | $5,053 | $4,961+1.9% | $4,693+7.7% | $4,299+17.5% |
| Participant deferral / active EE | $12,727 | $8,310+53.2% | $7,997+59.1% | $6,507+95.6% |
| Admin fee / account holder | $994 | $14,846-93.3% | $13,435-92.6% | $12,624-92.1% |