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 | $252,447 | $197,591+27.8% | $177,821+42.0% | $158,922+58.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 13.14% | 58.76%-45.6pp | 48.32%-35.2pp | 302.83%-289.7pp |
| Employer contribution / active EE | $4,399 | $6,697-34.3% | $5,918-25.7% | $4,761-7.6% |
| Participant deferral / active EE | $14,821 | $8,405+76.3% | $7,714+92.1% | $5,982+147.8% |
| Admin fee / account holder | $7,796 | $15,399-49.4% | $12,427-37.3% | $11,246-30.7% |