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 | $316,481 | $214,378+47.6% | $200,582+57.8% | $142,382+122.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.56% | 46.41%-27.8pp | 42.33%-23.8pp | 217.08%-198.5pp |
| Employer contribution / active EE | $2,081 | $6,841-69.6% | $6,419-67.6% | $4,299-51.6% |
| Participant deferral / active EE | $15,128 | $9,865+53.4% | $9,331+62.1% | $6,507+132.5% |
| Admin fee / account holder | $48,843 | $17,692+176.1% | $16,305+199.6% | $12,624+286.9% |