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 | $274,289 | $209,336+31.0% | $197,124+39.1% | $137,256+99.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.38% | 48.09%-32.7pp | 44.34%-29.0pp | 220.34%-205.0pp |
| Employer contribution / active EE | $15,404 | $6,591+133.7% | $6,227+147.4% | $4,156+270.7% |
| Participant deferral / active EE | $17,079 | $9,614+77.6% | $9,135+87.0% | $6,407+166.6% |
| Admin fee / account holder | $358 | $17,308-97.9% | $16,298-97.8% | $12,270-97.1% |