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 | $279,681 | $209,336+33.6% | $197,124+41.9% | $137,256+103.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 14.26% | 48.09%-33.8pp | 44.34%-30.1pp | 220.34%-206.1pp |
| Employer contribution / active EE | $2,815 | $6,591-57.3% | $6,227-54.8% | $4,156-32.3% |
| Participant deferral / active EE | $10,313 | $9,614+7.3% | $9,135+12.9% | $6,407+61.0% |
| Admin fee / account holder | $18,141 | $17,308+4.8% | $16,298+11.3% | $12,270+47.8% |