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 | $254,681 | $152,587+66.9% | $125,175+103.5% | $152,861+66.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 25.99% | 54.84%-28.8pp | 43.79%-17.8pp | 345.32%-319.3pp |
| Employer contribution / active EE | $2,669 | $4,946-46.0% | $3,865-31.0% | $4,762-44.0% |
| Participant deferral / active EE | $6,454 | $5,868+10.0% | $4,937+30.7% | $5,850+10.3% |
| Admin fee / account holder | $11,337 | $13,434-15.6% | $9,702+16.9% | $11,596-2.2% |