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 | $322,427 | $214,378+50.4% | $200,582+60.7% | $142,382+126.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.47% | 46.41%-26.9pp | 42.33%-22.9pp | 217.08%-197.6pp |
| Employer contribution / active EE | $12,279 | $6,841+79.5% | $6,419+91.3% | $4,299+185.6% |
| Participant deferral / active EE | $11,440 | $9,865+16.0% | $9,331+22.6% | $6,507+75.8% |
| Admin fee / account holder | $47,931 | $17,692+170.9% | $16,305+194.0% | $12,624+279.7% |