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 | $290,486 | $177,572+63.6% | $154,803+87.6% | $142,382+104.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.31% | 65.07%-46.8pp | 58.88%-40.6pp | 217.08%-198.8pp |
| Employer contribution / active EE | $4,646 | $4,810-3.4% | $4,305+7.9% | $4,299+8.1% |
| Participant deferral / active EE | $9,340 | $6,272+48.9% | $5,540+68.6% | $6,507+43.5% |
| Admin fee / account holder | $11,130 | $16,786-33.7% | $14,329-22.3% | $12,624-11.8% |