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 | $280,274 | $183,519+52.7% | $155,509+80.2% | $145,922+92.1% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 22.31% | 61.17%-38.9pp | 64.67%-42.4pp | 561.29%-539.0pp |
| Employer contribution / active EE | $16,684 | $5,313+214.0% | $4,672+257.1% | $4,660+258.1% |
| Participant deferral / active EE | $6,388 | $6,462-1.1% | $5,626+13.5% | $6,688-4.5% |
| Admin fee / account holder | $21,476 | $19,313+11.2% | $15,912+35.0% | $13,397+60.3% |