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 | $281,513 | $214,378+31.3% | $200,582+40.3% | $142,382+97.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.88% | 46.41%-28.5pp | 42.33%-24.4pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,989 | $6,841-70.9% | $6,419-69.0% | $4,299-53.7% |
| Participant deferral / active EE | $5,240 | $9,865-46.9% | $9,331-43.8% | $6,507-19.5% |
| Admin fee / account holder | $1,290 | $17,692-92.7% | $16,305-92.1% | $12,624-89.8% |