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 | $302,572 | $214,378+41.1% | $200,582+50.8% | $142,382+112.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.43% | 46.41%-33.0pp | 42.33%-28.9pp | 217.08%-203.6pp |
| Employer contribution / active EE | $4,469 | $6,841-34.7% | $6,419-30.4% | $4,299+4.0% |
| Participant deferral / active EE | $6,323 | $9,865-35.9% | $9,331-32.2% | $6,507-2.8% |
| Admin fee / account holder | $20,392 | $17,692+15.3% | $16,305+25.1% | $12,624+61.5% |