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 | $411,114 | $201,272+104.3% | $184,203+123.2% | $145,922+181.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.11% | 29.00%-15.9pp | 28.81%-15.7pp | 561.29%-548.2pp |
| Employer contribution / active EE | $7,143 | $7,022+1.7% | $6,427+11.1% | $4,660+53.3% |
| Participant deferral / active EE | $5,704 | $9,806-41.8% | $9,131-37.5% | $6,688-14.7% |
| Admin fee / account holder | $5,047 | $16,364-69.2% | $13,901-63.7% | $13,397-62.3% |