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 | $437,427 | $214,378+104.0% | $200,582+118.1% | $142,382+207.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.79% | 46.41%-30.6pp | 42.33%-26.5pp | 217.08%-201.3pp |
| Employer contribution / active EE | $9,478 | $6,841+38.5% | $6,419+47.7% | $4,299+120.5% |
| Participant deferral / active EE | $24,514 | $9,865+148.5% | $9,331+162.7% | $6,507+276.7% |
| Admin fee / account holder | $2,303 | $17,692-87.0% | $16,305-85.9% | $12,624-81.8% |