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 | $288,323 | $214,378+34.5% | $200,582+43.7% | $142,382+102.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.40% | 46.41%-29.0pp | 42.33%-24.9pp | 217.08%-199.7pp |
| Employer contribution / active EE | $2,727 | $6,841-60.1% | $6,419-57.5% | $4,299-36.6% |
| Participant deferral / active EE | $7,640 | $9,865-22.6% | $9,331-18.1% | $6,507+17.4% |
| Admin fee / account holder | $4,669 | $17,692-73.6% | $16,305-71.4% | $12,624-63.0% |