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 | $348,898 | $228,332+52.8% | $185,823+87.8% | $158,922+119.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 11.53% | 40.80%-29.3pp | 35.95%-24.4pp | 302.83%-291.3pp |
| Employer contribution / active EE | $7,783 | $4,967+56.7% | $4,087+90.4% | $4,761+63.5% |
| Participant deferral / active EE | $8,188 | $6,415+27.6% | $5,632+45.4% | $5,982+36.9% |
| Admin fee / account holder | $3,082 | $11,864-74.0% | $9,500-67.6% | $11,246-72.6% |