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 | $257,107 | $214,378+19.9% | $200,582+28.2% | $142,382+80.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.11% | 46.41%-33.3pp | 42.33%-29.2pp | 217.08%-204.0pp |
| Employer contribution / active EE | $2,974 | $6,841-56.5% | $6,419-53.7% | $4,299-30.8% |
| Participant deferral / active EE | $11,018 | $9,865+11.7% | $9,331+18.1% | $6,507+69.3% |
| Admin fee / account holder | $2,008 | $17,692-88.7% | $16,305-87.7% | $12,624-84.1% |