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 | $322,780 | $214,378+50.6% | $200,582+60.9% | $142,382+126.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 12.79% | 46.41%-33.6pp | 42.33%-29.5pp | 217.08%-204.3pp |
| Employer contribution / active EE | $3,492 | $6,841-49.0% | $6,419-45.6% | $4,299-18.8% |
| Participant deferral / active EE | $30,312 | $9,865+207.3% | $9,331+224.8% | $6,507+365.8% |
| Admin fee / account holder | $68,305 | $17,692+286.1% | $16,305+318.9% | $12,624+441.1% |