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 | $345,451 | $238,490+44.8% | $180,183+91.7% | $142,382+142.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 16.91% | 33.56%-16.7pp | 27.86%-11.0pp | 217.08%-200.2pp |
| Employer contribution / active EE | $4,095 | $6,143-33.3% | $5,039-18.7% | $4,299-4.8% |
| Participant deferral / active EE | $14,670 | $7,996+83.5% | $6,822+115.0% | $6,507+125.4% |
| Admin fee / account holder | $3,832 | $28,866-86.7% | $19,975-80.8% | $12,624-69.6% |