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 | $557,385 | $198,466+180.8% | $170,442+227.0% | $147,584+277.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 32.18% | 257.29%-225.1pp | 205.93%-173.7pp | 578.55%-546.4pp |
| Employer contribution / active EE | $5,994 | $6,184-3.1% | $5,433+10.3% | $4,876+22.9% |
| Participant deferral / active EE | $6,667 | $5,629+18.4% | $4,939+35.0% | $5,439+22.6% |
| Admin fee / account holder | $1,632 | $16,852-90.3% | $13,880-88.2% | $10,885-85.0% |