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 | $351,877 | $176,812+99.0% | $146,665+139.9% | $167,490+110.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 30.60% | 24.03%+6.6pp | 22.74%+7.9pp | 478.56%-448.0pp |
| Employer contribution / active EE | $2,360 | $5,160-54.3% | $4,136-42.9% | $4,837-51.2% |
| Participant deferral / active EE | $9,789 | $6,440+52.0% | $5,506+77.8% | $6,341+54.4% |
| Admin fee / account holder | $12,498 | $13,259-5.7% | $10,280+21.6% | $12,309+1.5% |