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 | $261,617 | $154,228+69.6% | $145,433+79.9% | $137,256+90.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.07% | 74.59%-59.5pp | 66.58%-51.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $7,484 | $4,804+55.8% | $4,554+64.3% | $4,156+80.1% |
| Participant deferral / active EE | $8,427 | $8,216+2.6% | $7,897+6.7% | $6,407+31.5% |
| Admin fee / account holder | $35,481 | $14,344+147.4% | $13,129+170.2% | $12,270+189.2% |