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 | $264,505 | $176,056+50.2% | $159,436+65.9% | $167,490+57.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.55% | 331.75%-320.2pp | 263.57%-252.0pp | 478.56%-467.0pp |
| Employer contribution / active EE | $7,292 | $5,297+37.7% | $4,829+51.0% | $4,837+50.7% |
| Participant deferral / active EE | $5,983 | $7,750-22.8% | $7,352-18.6% | $6,341-5.6% |
| Admin fee / account holder | $11,665 | $12,554-7.1% | $10,799+8.0% | $12,309-5.2% |