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 | $290,287 | $177,572+63.5% | $154,803+87.5% | $142,382+103.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 22.93% | 65.07%-42.1pp | 58.88%-36.0pp | 217.08%-194.1pp |
| Employer contribution / active EE | $5,255 | $4,810+9.2% | $4,305+22.1% | $4,299+22.2% |
| Participant deferral / active EE | $8,045 | $6,272+28.3% | $5,540+45.2% | $6,507+23.6% |
| Admin fee / account holder | $8,047 | $16,786-52.1% | $14,329-43.8% | $12,624-36.3% |