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 | $299,353 | $228,332+31.1% | $185,823+61.1% | $158,922+88.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 11.82% | 40.80%-29.0pp | 35.95%-24.1pp | 302.83%-291.0pp |
| Employer contribution / active EE | $7,971 | $4,967+60.5% | $4,087+95.0% | $4,761+67.4% |
| Participant deferral / active EE | $7,694 | $6,415+19.9% | $5,632+36.6% | $5,982+28.6% |
| Admin fee / account holder | $5,862 | $11,864-50.6% | $9,500-38.3% | $11,246-47.9% |