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 | $416,339 | $175,202+137.6% | $149,673+178.2% | $139,434+198.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.48% | 166.71%-152.2pp | 134.42%-119.9pp | 372.94%-358.5pp |
| Employer contribution / active EE | $2,844 | $5,474-48.1% | $4,818-41.0% | $4,751-40.1% |
| Participant deferral / active EE | $7,663 | $6,519+17.6% | $5,680+34.9% | $6,710+14.2% |
| Admin fee / account holder | $2,914 | $16,150-82.0% | $13,210-77.9% | $11,403-74.4% |