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 | $364,211 | $157,256+131.6% | $141,162+158.0% | $152,861+138.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 73.43% | 64.32%+9.1pp | 71.39%+2.0pp | 345.32%-271.9pp |
| Employer contribution / active EE | $5,679 | $5,261+7.9% | $4,735+19.9% | $4,762+19.2% |
| Participant deferral / active EE | $13,703 | $7,109+92.7% | $6,709+104.3% | $5,850+134.2% |
| Admin fee / account holder | $12,340 | $12,120+1.8% | $10,261+20.3% | $11,596+6.4% |