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 | $313,573 | $214,378+46.3% | $200,582+56.3% | $142,382+120.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.97% | 46.41%-31.4pp | 42.33%-27.4pp | 217.08%-202.1pp |
| Employer contribution / active EE | $7,651 | $6,841+11.8% | $6,419+19.2% | $4,299+78.0% |
| Participant deferral / active EE | $12,668 | $9,865+28.4% | $9,331+35.8% | $6,507+94.7% |
| Admin fee / account holder | $11,475 | $17,692-35.1% | $16,305-29.6% | $12,624-9.1% |