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 | $252,676 | $149,734+68.7% | $118,925+112.5% | $158,922+59.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 22.33% | 19.95%+2.4pp | 35.88%-13.6pp | 302.83%-280.5pp |
| Employer contribution / active EE | $2,562 | $4,115-37.7% | $3,263-21.5% | $4,761-46.2% |
| Participant deferral / active EE | $7,850 | $5,223+50.3% | $4,265+84.1% | $5,982+31.2% |
| Admin fee / account holder | $827 | $8,603-90.4% | $6,581-87.4% | $11,246-92.7% |