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 9-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 | $365,207 | $214,378+70.4% | $200,582+82.1% | $142,382+156.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.10% | 46.41%-26.3pp | 42.33%-22.2pp | 217.08%-197.0pp |
| Employer contribution / active EE | $14,179 | $6,841+107.3% | $6,419+120.9% | $4,299+229.8% |
| Participant deferral / active EE | $15,986 | $9,865+62.0% | $9,331+71.3% | $6,507+145.7% |
| Admin fee / account holder | $11,356 | $17,692-35.8% | $16,305-30.4% | $12,624-10.0% |