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 | $396,525 | $214,378+85.0% | $200,582+97.7% | $142,382+178.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.59% | 46.41%-29.8pp | 42.33%-25.7pp | 217.08%-200.5pp |
| Employer contribution / active EE | $2,224 | $6,841-67.5% | $6,419-65.3% | $4,299-48.3% |
| Participant deferral / active EE | $4,483 | $9,865-54.6% | $9,331-52.0% | $6,507-31.1% |
| Admin fee / account holder | $1,475 | $17,692-91.7% | $16,305-91.0% | $12,624-88.3% |