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 | $304,130 | $214,378+41.9% | $200,582+51.6% | $142,382+113.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.54% | 46.41%-29.9pp | 42.33%-25.8pp | 217.08%-200.5pp |
| Employer contribution / active EE | $11,597 | $6,841+69.5% | $6,419+80.7% | $4,299+169.8% |
| Participant deferral / active EE | $21,552 | $9,865+118.5% | $9,331+131.0% | $6,507+231.2% |
| Admin fee / account holder | $6,632 | $17,692-62.5% | $16,305-59.3% | $12,624-47.5% |