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 | $377,253 | $214,378+76.0% | $200,582+88.1% | $142,382+165.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.35% | 46.41%-28.1pp | 42.33%-24.0pp | 217.08%-198.7pp |
| Employer contribution / active EE | $5,876 | $6,841-14.1% | $6,419-8.5% | $4,299+36.7% |
| Participant deferral / active EE | $13,851 | $9,865+40.4% | $9,331+48.4% | $6,507+112.9% |
| Admin fee / account holder | $80,290 | $17,692+353.8% | $16,305+392.4% | $12,624+536.0% |