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 | $320,056 | $209,336+52.9% | $197,124+62.4% | $137,256+133.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 14.66% | 48.09%-33.4pp | 44.34%-29.7pp | 220.34%-205.7pp |
| Employer contribution / active EE | $8,372 | $6,591+27.0% | $6,227+34.4% | $4,156+101.4% |
| Participant deferral / active EE | $11,038 | $9,614+14.8% | $9,135+20.8% | $6,407+72.3% |
| Admin fee / account holder | $10,081 | $17,308-41.8% | $16,298-38.1% | $12,270-17.8% |