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 | $368,077 | $214,378+71.7% | $200,582+83.5% | $142,382+158.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.65% | 46.41%-29.8pp | 42.33%-25.7pp | 217.08%-200.4pp |
| Employer contribution / active EE | $4,297 | $6,841-37.2% | $6,419-33.1% | $4,299-0.1% |
| Participant deferral / active EE | $23,116 | $9,865+134.3% | $9,331+147.7% | $6,507+255.2% |
| Admin fee / account holder | $26,899 | $17,692+52.0% | $16,305+65.0% | $12,624+113.1% |