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 | $256,637 | $148,534+72.8% | $135,903+88.8% | $139,434+84.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.33% | 79.19%-62.9pp | 68.23%-51.9pp | 372.94%-356.6pp |
| Employer contribution / active EE | $4,497 | $5,243-14.2% | $4,856-7.4% | $4,751-5.3% |
| Participant deferral / active EE | $10,276 | $8,100+26.9% | $7,758+32.5% | $6,710+53.1% |
| Admin fee / account holder | $2,252 | $12,400-81.8% | $10,762-79.1% | $11,403-80.3% |