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 | $269,792 | $106,584+153.1% | $101,326+166.3% | $142,382+89.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 14.44% | 36.93%-22.5pp | 36.82%-22.4pp | 217.08%-202.6pp |
| Employer contribution / active EE | $4,835 | $3,956+22.2% | $3,665+31.9% | $4,299+12.5% |
| Participant deferral / active EE | $9,259 | $8,297+11.6% | $7,994+15.8% | $6,507+42.3% |
| Admin fee / account holder | $16,131 | $11,446+40.9% | $11,185+44.2% | $12,624+27.8% |