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 | $254,111 | $214,378+18.5% | $200,582+26.7% | $142,382+78.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.09% | 46.41%-30.3pp | 42.33%-26.2pp | 217.08%-201.0pp |
| Employer contribution / active EE | $11,667 | $6,841+70.5% | $6,419+81.8% | $4,299+171.4% |
| Participant deferral / active EE | $5,496 | $9,865-44.3% | $9,331-41.1% | $6,507-15.5% |
| Admin fee / account holder | $56,409 | $17,692+218.8% | $16,305+246.0% | $12,624+346.8% |