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 | $254,553 | $179,726+41.6% | $156,263+62.9% | $142,382+78.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 11.28% | 77.86%-66.6pp | 59.47%-48.2pp | 217.08%-205.8pp |
| Employer contribution / active EE | $6,713 | $5,069+32.4% | $4,333+54.9% | $4,299+56.1% |
| Participant deferral / active EE | $11,425 | $6,956+64.2% | $6,158+85.5% | $6,507+75.6% |
| Admin fee / account holder | $33,364 | $17,272+93.2% | $14,255+134.1% | $12,624+164.3% |