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 | $256,492 | $148,534+72.7% | $135,903+88.7% | $139,434+84.0% |
| Participation rate | 90.9% | 83.9%+7.1pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 14.37% | 79.19%-64.8pp | 68.23%-53.9pp | 372.94%-358.6pp |
| Employer contribution / active EE | $11,952 | $5,243+128.0% | $4,856+146.1% | $4,751+151.6% |
| Participant deferral / active EE | $14,671 | $8,100+81.1% | $7,758+89.1% | $6,710+118.6% |
| Admin fee / account holder | $1,334 | $12,400-89.2% | $10,762-87.6% | $11,403-88.3% |