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 | $340,652 | $209,336+62.7% | $197,124+72.8% | $137,256+148.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 13.75% | 48.09%-34.3pp | 44.34%-30.6pp | 220.34%-206.6pp |
| Employer contribution / active EE | $18,259 | $6,591+177.0% | $6,227+193.2% | $4,156+339.3% |
| Participant deferral / active EE | $16,327 | $9,614+69.8% | $9,135+78.7% | $6,407+154.8% |
| Admin fee / account holder | $57,360 | $17,308+231.4% | $16,298+251.9% | $12,270+367.5% |