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 | $342,659 | $159,602+114.7% | $150,045+128.4% | $142,382+140.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.65% | 70.24%-51.6pp | 62.55%-43.9pp | 217.08%-198.4pp |
| Employer contribution / active EE | $14,716 | $4,961+196.7% | $4,693+213.6% | $4,299+242.3% |
| Participant deferral / active EE | $6,910 | $8,310-16.8% | $7,997-13.6% | $6,507+6.2% |
| Admin fee / account holder | $2,755 | $14,846-81.4% | $13,435-79.5% | $12,624-78.2% |