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 | $330,709 | $159,602+107.2% | $150,045+120.4% | $142,382+132.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.97% | 70.24%-56.3pp | 62.55%-48.6pp | 217.08%-203.1pp |
| Employer contribution / active EE | $16,669 | $4,961+236.0% | $4,693+255.2% | $4,299+287.7% |
| Participant deferral / active EE | $5,637 | $8,310-32.2% | $7,997-29.5% | $6,507-13.4% |
| Admin fee / account holder | $2,400 | $14,846-83.8% | $13,435-82.1% | $12,624-81.0% |