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 | $271,142 | $162,781+66.6% | $133,956+102.4% | $158,922+70.6% |
| Participation rate | 90.0% | 83.2%+6.8pp | 79.8%+10.2pp | 82.0%+8.0pp |
| Annual return | 10.16% | 41.94%-31.8pp | 45.09%-34.9pp | 302.83%-292.7pp |
| Employer contribution / active EE | $8,196 | $4,975+64.7% | $3,919+109.2% | $4,761+72.1% |
| Participant deferral / active EE | $6,837 | $5,911+15.7% | $5,048+35.5% | $5,982+14.3% |
| Admin fee / account holder | $78,628 | $11,736+569.9% | $8,927+780.8% | $11,246+599.2% |