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 | $273,550 | $214,378+27.6% | $200,582+36.4% | $142,382+92.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.38% | 46.41%-31.0pp | 42.33%-27.0pp | 217.08%-201.7pp |
| Employer contribution / active EE | $9,315 | $6,841+36.2% | $6,419+45.1% | $4,299+116.7% |
| Participant deferral / active EE | $12,592 | $9,865+27.6% | $9,331+34.9% | $6,507+93.5% |
| Admin fee / account holder | $2,086 | $17,692-88.2% | $16,305-87.2% | $12,624-83.5% |