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 | $335,099 | $214,378+56.3% | $200,582+67.1% | $142,382+135.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.24% | 46.41%-32.2pp | 42.33%-28.1pp | 217.08%-202.8pp |
| Employer contribution / active EE | $3,554 | $6,841-48.1% | $6,419-44.6% | $4,299-17.3% |
| Participant deferral / active EE | $4,979 | $9,865-49.5% | $9,331-46.6% | $6,507-23.5% |
| Admin fee / account holder | $2,821 | $17,692-84.1% | $16,305-82.7% | $12,624-77.7% |