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 | $275,723 | $214,378+28.6% | $200,582+37.5% | $142,382+93.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.40% | 46.41%-32.0pp | 42.33%-27.9pp | 217.08%-202.7pp |
| Employer contribution / active EE | $2,772 | $6,841-59.5% | $6,419-56.8% | $4,299-35.5% |
| Participant deferral / active EE | $12,150 | $9,865+23.2% | $9,331+30.2% | $6,507+86.7% |
| Admin fee / account holder | $1,309 | $17,692-92.6% | $16,305-92.0% | $12,624-89.6% |