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 | $359,092 | $185,822+93.2% | $169,993+111.2% | $139,434+157.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 11.23% | 60.50%-49.3pp | 53.37%-42.1pp | 372.94%-361.7pp |
| Employer contribution / active EE | $5,227 | $7,590-31.1% | $6,785-23.0% | $4,751+10.0% |
| Participant deferral / active EE | $9,036 | $11,622-22.3% | $10,408-13.2% | $6,710+34.7% |
| Admin fee / account holder | $10,419 | $15,381-32.3% | $12,815-18.7% | $11,403-8.6% |