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 | $178,174+42.9% | $156,181+63.0% | $137,256+85.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 11.28% | 84.19%-72.9pp | 64.87%-53.6pp | 220.34%-209.1pp |
| Employer contribution / active EE | $6,713 | $4,972+35.0% | $4,294+56.3% | $4,156+61.5% |
| Participant deferral / active EE | $11,425 | $6,888+65.9% | $6,132+86.3% | $6,407+78.3% |
| Admin fee / account holder | $33,364 | $17,404+91.7% | $14,586+128.7% | $12,270+171.9% |