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 | $287,319 | $179,726+59.9% | $156,263+83.9% | $142,382+101.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 12.73% | 77.86%-65.1pp | 59.47%-46.7pp | 217.08%-204.3pp |
| Employer contribution / active EE | $5,024 | $5,069-0.9% | $4,333+15.9% | $4,299+16.9% |
| Participant deferral / active EE | $13,293 | $6,956+91.1% | $6,158+115.9% | $6,507+104.3% |
| Admin fee / account holder | $5,197 | $17,272-69.9% | $14,255-63.5% | $12,624-58.8% |