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 | $286,209 | $197,591+44.8% | $177,821+61.0% | $158,922+80.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 9.60% | 58.76%-49.2pp | 48.32%-38.7pp | 302.83%-293.2pp |
| Employer contribution / active EE | $5,556 | $6,697-17.0% | $5,918-6.1% | $4,761+16.7% |
| Participant deferral / active EE | $7,219 | $8,405-14.1% | $7,714-6.4% | $5,982+20.7% |
| Admin fee / account holder | $2,059 | $15,399-86.6% | $12,427-83.4% | $11,246-81.7% |