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 | $272,899 | $183,519+48.7% | $155,509+75.5% | $145,922+87.0% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 16.72% | 61.17%-44.4pp | 64.67%-47.9pp | 561.29%-544.6pp |
| Employer contribution / active EE | $12,779 | $5,313+140.5% | $4,672+173.5% | $4,660+174.3% |
| Participant deferral / active EE | $9,457 | $6,462+46.3% | $5,626+68.1% | $6,688+41.4% |
| Admin fee / account holder | $6,784 | $19,313-64.9% | $15,912-57.4% | $13,397-49.4% |