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 | $258,187 | $228,332+13.1% | $185,823+38.9% | $158,922+62.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 14.69% | 40.80%-26.1pp | 35.95%-21.3pp | 302.83%-288.1pp |
| Employer contribution / active EE | $3,524 | $4,967-29.0% | $4,087-13.8% | $4,761-26.0% |
| Participant deferral / active EE | $6,283 | $6,415-2.1% | $5,632+11.6% | $5,982+5.0% |
| Admin fee / account holder | $654 | $11,864-94.5% | $9,500-93.1% | $11,246-94.2% |