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 | $282,786 | $159,602+77.2% | $150,045+88.5% | $142,382+98.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.77% | 70.24%-54.5pp | 62.55%-46.8pp | 217.08%-201.3pp |
| Employer contribution / active EE | $4,769 | $4,961-3.9% | $4,693+1.6% | $4,299+10.9% |
| Participant deferral / active EE | $15,046 | $8,310+81.1% | $7,997+88.1% | $6,507+131.2% |
| Admin fee / account holder | $3,263 | $14,846-78.0% | $13,435-75.7% | $12,624-74.2% |