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 | $361,737 | $214,378+68.7% | $200,582+80.3% | $142,382+154.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 26.08% | 46.41%-20.3pp | 42.33%-16.3pp | 217.08%-191.0pp |
| Employer contribution / active EE | $9,123 | $6,841+33.4% | $6,419+42.1% | $4,299+112.2% |
| Participant deferral / active EE | $19,812 | $9,865+100.8% | $9,331+112.3% | $6,507+204.5% |
| Admin fee / account holder | $22,108 | $17,692+25.0% | $16,305+35.6% | $12,624+75.1% |