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 | $272,126 | $185,822+46.4% | $169,993+60.1% | $139,434+95.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.05% | 60.50%-42.4pp | 53.37%-35.3pp | 372.94%-354.9pp |
| Employer contribution / active EE | $7,821 | $7,590+3.0% | $6,785+15.3% | $4,751+64.6% |
| Participant deferral / active EE | $17,140 | $11,622+47.5% | $10,408+64.7% | $6,710+155.4% |
| Admin fee / account holder | $20,872 | $15,381+35.7% | $12,815+62.9% | $11,403+83.0% |