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 | $320,350 | $117,983+171.5% | $101,794+214.7% | $142,382+125.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 12.16% | 36.92%-24.8pp | 30.53%-18.4pp | 217.08%-204.9pp |
| Employer contribution / active EE | $4,702 | $2,773+69.6% | $2,289+105.4% | $4,299+9.4% |
| Participant deferral / active EE | $16,234 | $4,714+244.4% | $4,084+297.5% | $6,507+149.5% |
| Admin fee / account holder | $11,314 | $10,433+8.4% | $8,777+28.9% | $12,624-10.4% |