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 | $361,035 | $214,378+68.4% | $200,582+80.0% | $142,382+153.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.85% | 46.41%-32.6pp | 42.33%-28.5pp | 217.08%-203.2pp |
| Employer contribution / active EE | $14,168 | $6,841+107.1% | $6,419+120.7% | $4,299+229.6% |
| Participant deferral / active EE | $24,079 | $9,865+144.1% | $9,331+158.0% | $6,507+270.0% |
| Admin fee / account holder | $34,123 | $17,692+92.9% | $16,305+109.3% | $12,624+170.3% |