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 3-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 | $257,711 | $214,378+20.2% | $200,582+28.5% | $142,382+81.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 52.39% | 46.41%+6.0pp | 42.33%+10.1pp | 217.08%-164.7pp |
| Employer contribution / active EE | $10,914 | $6,841+59.5% | $6,419+70.0% | $4,299+153.9% |
| Participant deferral / active EE | $7,183 | $9,865-27.2% | $9,331-23.0% | $6,507+10.4% |
| Admin fee / account holder | $338 | $17,692-98.1% | $16,305-97.9% | $12,624-97.3% |