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 | $279,462 | $214,378+30.4% | $200,582+39.3% | $142,382+96.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 12.82% | 46.41%-33.6pp | 42.33%-29.5pp | 217.08%-204.3pp |
| Employer contribution / active EE | $5,776 | $6,841-15.6% | $6,419-10.0% | $4,299+34.4% |
| Participant deferral / active EE | $14,540 | $9,865+47.4% | $9,331+55.8% | $6,507+123.5% |
| Admin fee / account holder | $13,804 | $17,692-22.0% | $16,305-15.3% | $12,624+9.3% |