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 | $251,163 | $214,378+17.2% | $200,582+25.2% | $142,382+76.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.94% | 46.41%-31.5pp | 42.33%-27.4pp | 217.08%-202.1pp |
| Employer contribution / active EE | $12,066 | $6,841+76.4% | $6,419+88.0% | $4,299+180.7% |
| Participant deferral / active EE | $9,199 | $9,865-6.7% | $9,331-1.4% | $6,507+41.4% |
| Admin fee / account holder | $21,641 | $17,692+22.3% | $16,305+32.7% | $12,624+71.4% |