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 | $274,779 | $214,378+28.2% | $200,582+37.0% | $142,382+93.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 34.67% | 46.41%-11.7pp | 42.33%-7.7pp | 217.08%-182.4pp |
| Employer contribution / active EE | $9,328 | $6,841+36.3% | $6,419+45.3% | $4,299+117.0% |
| Participant deferral / active EE | $8,814 | $9,865-10.7% | $9,331-5.5% | $6,507+35.4% |
| Admin fee / account holder | $7,352 | $17,692-58.4% | $16,305-54.9% | $12,624-41.8% |