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 | $309,615 | $197,591+56.7% | $177,821+74.1% | $158,922+94.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 14.35% | 58.76%-44.4pp | 48.32%-34.0pp | 302.83%-288.5pp |
| Employer contribution / active EE | $8,507 | $6,697+27.0% | $5,918+43.7% | $4,761+78.7% |
| Participant deferral / active EE | $23,833 | $8,405+183.6% | $7,714+209.0% | $5,982+298.4% |
| Admin fee / account holder | $24,691 | $15,399+60.3% | $12,427+98.7% | $11,246+119.6% |