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 | $252,518 | $210,648+19.9% | $177,989+41.9% | $145,922+73.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.55% | 385.86%-375.3pp | 294.48%-283.9pp | 561.29%-550.7pp |
| Employer contribution / active EE | $7,837 | $4,565+71.7% | $3,949+98.5% | $4,660+68.2% |
| Participant deferral / active EE | $18,345 | $6,958+163.7% | $6,276+192.3% | $6,688+174.3% |
| Admin fee / account holder | $4,595 | $12,013-61.8% | $10,363-55.7% | $13,397-65.7% |