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 | $339,272 | $201,272+68.6% | $184,203+84.2% | $145,922+132.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.46% | 29.00%-13.5pp | 28.81%-13.3pp | 561.29%-545.8pp |
| Employer contribution / active EE | $6,818 | $7,022-2.9% | $6,427+6.1% | $4,660+46.3% |
| Participant deferral / active EE | $8,654 | $9,806-11.8% | $9,131-5.2% | $6,688+29.4% |
| Admin fee / account holder | $73,341 | $16,364+348.2% | $13,901+427.6% | $13,397+447.4% |