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 | $343,201 | $127,065+170.1% | $113,168+203.3% | $142,382+141.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 26.76% | 24.03%+2.7pp | 24.27%+2.5pp | 217.08%-190.3pp |
| Employer contribution / active EE | $4,800 | $3,442+39.4% | $2,975+61.3% | $4,299+11.6% |
| Participant deferral / active EE | $38,779 | $5,716+578.4% | $5,107+659.4% | $6,507+495.9% |
| Admin fee / account holder | $8,308 | $15,736-47.2% | $12,068-31.2% | $12,624-34.2% |