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 | $303,733 | $179,726+69.0% | $156,263+94.4% | $142,382+113.3% |
| Participation rate | 85.7% | 82.1%+3.6pp | 78.9%+6.8pp | 80.1%+5.6pp |
| Annual return | 17.15% | 77.86%-60.7pp | 59.47%-42.3pp | 217.08%-199.9pp |
| Employer contribution / active EE | $16,071 | $5,069+217.0% | $4,333+270.9% | $4,299+273.8% |
| Participant deferral / active EE | $6,966 | $6,956+0.1% | $6,158+13.1% | $6,507+7.0% |
| Admin fee / account holder | $7,104 | $17,272-58.9% | $14,255-50.2% | $12,624-43.7% |