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 | $309,320 | $185,822+66.5% | $169,993+82.0% | $139,434+121.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.04% | 60.50%-44.5pp | 53.37%-37.3pp | 372.94%-356.9pp |
| Employer contribution / active EE | $5,221 | $7,590-31.2% | $6,785-23.1% | $4,751+9.9% |
| Participant deferral / active EE | $19,310 | $11,622+66.2% | $10,408+85.5% | $6,710+187.8% |
| Admin fee / account holder | $1,773 | $15,381-88.5% | $12,815-86.2% | $11,403-84.5% |