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 | $259,790 | $165,335+57.1% | $149,696+73.5% | $158,922+63.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.08% | 348.15%-334.1pp | 276.60%-262.5pp | 302.83%-288.7pp |
| Employer contribution / active EE | $7,958 | $5,103+55.9% | $4,644+71.3% | $4,761+67.1% |
| Participant deferral / active EE | $5,702 | $7,181-20.6% | $6,842-16.7% | $5,982-4.7% |
| Admin fee / account holder | $4,535 | $10,807-58.0% | $9,309-51.3% | $11,246-59.7% |