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 | $292,747 | $159,602+83.4% | $150,045+95.1% | $142,382+105.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.25% | 70.24%-56.0pp | 62.55%-48.3pp | 217.08%-202.8pp |
| Employer contribution / active EE | $10,247 | $4,961+106.6% | $4,693+118.3% | $4,299+138.4% |
| Participant deferral / active EE | $19,631 | $8,310+136.2% | $7,997+145.5% | $6,507+201.7% |
| Admin fee / account holder | $4,532 | $14,846-69.5% | $13,435-66.3% | $12,624-64.1% |