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 | $282,141 | $183,519+53.7% | $155,509+81.4% | $145,922+93.4% |
| Participation rate | 71.4% | 82.7%-11.2pp | 78.2%-6.8pp | 80.3%-8.8pp |
| Annual return | 11.58% | 61.17%-49.6pp | 64.67%-53.1pp | 561.29%-549.7pp |
| Employer contribution / active EE | $14,906 | $5,313+180.6% | $4,672+219.0% | $4,660+219.9% |
| Participant deferral / active EE | $9,037 | $6,462+39.8% | $5,626+60.6% | $6,688+35.1% |
| Admin fee / account holder | $2,733 | $19,313-85.8% | $15,912-82.8% | $13,397-79.6% |