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 | $329,374 | $179,726+83.3% | $156,263+110.8% | $142,382+131.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 14.10% | 77.86%-63.8pp | 59.47%-45.4pp | 217.08%-203.0pp |
| Employer contribution / active EE | $4,956 | $5,069-2.2% | $4,333+14.4% | $4,299+15.3% |
| Participant deferral / active EE | $8,439 | $6,956+21.3% | $6,158+37.0% | $6,507+29.7% |
| Admin fee / account holder | $12,825 | $17,272-25.7% | $14,255-10.0% | $12,624+1.6% |