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 | $252,250 | $154,228+63.6% | $145,433+73.4% | $137,256+83.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.27% | 74.59%-55.3pp | 66.58%-47.3pp | 220.34%-201.1pp |
| Employer contribution / active EE | $1,449 | $4,804-69.8% | $4,554-68.2% | $4,156-65.1% |
| Participant deferral / active EE | $8,417 | $8,216+2.4% | $7,897+6.6% | $6,407+31.4% |
| Admin fee / account holder | $4,503 | $14,344-68.6% | $13,129-65.7% | $12,270-63.3% |