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 | $259,082 | $210,648+23.0% | $177,989+45.6% | $145,922+77.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.95% | 385.86%-373.9pp | 294.48%-282.5pp | 561.29%-549.3pp |
| Employer contribution / active EE | $4,234 | $4,565-7.3% | $3,949+7.2% | $4,660-9.1% |
| Participant deferral / active EE | $10,585 | $6,958+52.1% | $6,276+68.7% | $6,688+58.3% |
| Admin fee / account holder | $734 | $12,013-93.9% | $10,363-92.9% | $13,397-94.5% |