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 | $270,355 | $238,490+13.4% | $180,183+50.0% | $142,382+89.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 11.12% | 33.56%-22.4pp | 27.86%-16.7pp | 217.08%-206.0pp |
| Employer contribution / active EE | $18,196 | $6,143+196.2% | $5,039+261.1% | $4,299+323.2% |
| Participant deferral / active EE | $14,026 | $7,996+75.4% | $6,822+105.6% | $6,507+115.5% |
| Admin fee / account holder | $2,175 | $28,866-92.5% | $19,975-89.1% | $12,624-82.8% |