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 | $252,370 | $214,378+17.7% | $200,582+25.8% | $142,382+77.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.14% | 46.41%-29.3pp | 42.33%-25.2pp | 217.08%-199.9pp |
| Employer contribution / active EE | $4,466 | $6,841-34.7% | $6,419-30.4% | $4,299+3.9% |
| Participant deferral / active EE | $13,489 | $9,865+36.7% | $9,331+44.6% | $6,507+107.3% |
| Admin fee / account holder | $1,172 | $17,692-93.4% | $16,305-92.8% | $12,624-90.7% |