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 | $325,389 | $214,378+51.8% | $200,582+62.2% | $142,382+128.5% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 19.44% | 46.41%-27.0pp | 42.33%-22.9pp | 217.08%-197.6pp |
| Employer contribution / active EE | $9,238 | $6,841+35.0% | $6,419+43.9% | $4,299+114.9% |
| Participant deferral / active EE | $13,767 | $9,865+39.6% | $9,331+47.5% | $6,507+111.6% |
| Admin fee / account holder | $4,507 | $17,692-74.5% | $16,305-72.4% | $12,624-64.3% |