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 | $296,377 | $214,378+38.2% | $200,582+47.8% | $142,382+108.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.36% | 46.41%-27.0pp | 42.33%-23.0pp | 217.08%-197.7pp |
| Employer contribution / active EE | $14,886 | $6,841+117.6% | $6,419+131.9% | $4,299+246.3% |
| Participant deferral / active EE | $13,775 | $9,865+39.6% | $9,331+47.6% | $6,507+111.7% |
| Admin fee / account holder | $36,475 | $17,692+106.2% | $16,305+123.7% | $12,624+188.9% |