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 | $593,505 | $197,591+200.4% | $177,821+233.8% | $158,922+273.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 35.77% | 58.76%-23.0pp | 48.32%-12.6pp | 302.83%-267.1pp |
| Employer contribution / active EE | $6,500 | $6,697-2.9% | $5,918+9.8% | $4,761+36.5% |
| Participant deferral / active EE | $13,011 | $8,405+54.8% | $7,714+68.7% | $5,982+117.5% |
| Admin fee / account holder | $11,566 | $15,399-24.9% | $12,427-6.9% | $11,246+2.8% |