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 | $351,306 | $209,336+67.8% | $197,124+78.2% | $137,256+155.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.12% | 48.09%-33.0pp | 44.34%-29.2pp | 220.34%-205.2pp |
| Employer contribution / active EE | $7,096 | $6,591+7.7% | $6,227+14.0% | $4,156+70.7% |
| Participant deferral / active EE | $13,629 | $9,614+41.8% | $9,135+49.2% | $6,407+112.7% |
| Admin fee / account holder | $2,553 | $17,308-85.2% | $16,298-84.3% | $12,270-79.2% |