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 | $562,132 | $214,378+162.2% | $200,582+180.2% | $142,382+294.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.28% | 46.41%-31.1pp | 42.33%-27.0pp | 217.08%-201.8pp |
| Employer contribution / active EE | $8,260 | $6,841+20.7% | $6,419+28.7% | $4,299+92.1% |
| Participant deferral / active EE | $22,488 | $9,865+128.0% | $9,331+141.0% | $6,507+245.6% |
| Admin fee / account holder | $10,159 | $17,692-42.6% | $16,305-37.7% | $12,624-19.5% |