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 | $527,451 | $185,822+183.8% | $169,993+210.3% | $139,434+278.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 11.82% | 60.50%-48.7pp | 53.37%-41.6pp | 372.94%-361.1pp |
| Employer contribution / active EE | $10,400 | $7,590+37.0% | $6,785+53.3% | $4,751+118.9% |
| Participant deferral / active EE | $13,020 | $11,622+12.0% | $10,408+25.1% | $6,710+94.0% |
| Admin fee / account holder | $5,207 | $15,381-66.1% | $12,815-59.4% | $11,403-54.3% |