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 | $366,438 | $209,336+75.0% | $197,124+85.9% | $137,256+167.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 22.05% | 48.09%-26.0pp | 44.34%-22.3pp | 220.34%-198.3pp |
| Employer contribution / active EE | $13,084 | $6,591+98.5% | $6,227+110.1% | $4,156+214.8% |
| Participant deferral / active EE | $19,133 | $9,614+99.0% | $9,135+109.5% | $6,407+198.6% |
| Admin fee / account holder | $333 | $17,308-98.1% | $16,298-98.0% | $12,270-97.3% |