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 | $250,653 | $159,602+57.0% | $150,045+67.1% | $142,382+76.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.59% | 70.24%-53.6pp | 62.55%-46.0pp | 217.08%-200.5pp |
| Employer contribution / active EE | $4,967 | $4,961+0.1% | $4,693+5.8% | $4,299+15.5% |
| Participant deferral / active EE | $22,984 | $8,310+176.6% | $7,997+187.4% | $6,507+253.2% |
| Admin fee / account holder | $845 | $14,846-94.3% | $13,435-93.7% | $12,624-93.3% |