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 | $380,223 | $159,602+138.2% | $150,045+153.4% | $142,382+167.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.36% | 70.24%-52.9pp | 62.55%-45.2pp | 217.08%-199.7pp |
| Employer contribution / active EE | $2,621 | $4,961-47.2% | $4,693-44.2% | $4,299-39.0% |
| Participant deferral / active EE | $6,912 | $8,310-16.8% | $7,997-13.6% | $6,507+6.2% |
| Admin fee / account holder | $24,484 | $14,846+64.9% | $13,435+82.2% | $12,624+94.0% |