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 | $359,599 | $162,781+120.9% | $133,956+168.4% | $158,922+126.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 16.86% | 41.94%-25.1pp | 45.09%-28.2pp | 302.83%-286.0pp |
| Employer contribution / active EE | $8,228 | $4,975+65.4% | $3,919+110.0% | $4,761+72.8% |
| Participant deferral / active EE | $18,515 | $5,911+213.2% | $5,048+266.8% | $5,982+209.5% |
| Admin fee / account holder | $2,137 | $11,736-81.8% | $8,927-76.1% | $11,246-81.0% |