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 | $264,038 | $210,648+25.3% | $177,989+48.3% | $145,922+80.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.65% | 385.86%-368.2pp | 294.48%-276.8pp | 561.29%-543.6pp |
| Employer contribution / active EE | $8,943 | $4,565+95.9% | $3,949+126.5% | $4,660+91.9% |
| Participant deferral / active EE | $12,727 | $6,958+82.9% | $6,276+102.8% | $6,688+90.3% |
| Admin fee / account holder | $5,794 | $12,013-51.8% | $10,363-44.1% | $13,397-56.8% |