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 | $317,763 | $154,228+106.0% | $145,433+118.5% | $137,256+131.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.15% | 74.59%-61.4pp | 66.58%-53.4pp | 220.34%-207.2pp |
| Employer contribution / active EE | $6,835 | $4,804+42.3% | $4,554+50.1% | $4,156+64.4% |
| Participant deferral / active EE | $8,379 | $8,216+2.0% | $7,897+6.1% | $6,407+30.8% |
| Admin fee / account holder | $42,799 | $14,344+198.4% | $13,129+226.0% | $12,270+248.8% |