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 | $369,852 | $159,602+131.7% | $150,045+146.5% | $142,382+159.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 25.51% | 70.24%-44.7pp | 62.55%-37.0pp | 217.08%-191.6pp |
| Employer contribution / active EE | $7,169 | $4,961+44.5% | $4,693+52.7% | $4,299+66.7% |
| Participant deferral / active EE | $12,138 | $8,310+46.1% | $7,997+51.8% | $6,507+86.5% |
| Admin fee / account holder | $41,113 | $14,846+176.9% | $13,435+206.0% | $12,624+225.7% |