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 | $267,533 | $192,717+38.8% | $142,449+87.8% | $139,434+91.9% |
| Participation rate | 100.0% | 81.5%+18.5pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 16.16% | 17.99%-1.8pp | 19.99%-3.8pp | 372.94%-356.8pp |
| Employer contribution / active EE | $5,956 | $5,806+2.6% | $4,847+22.9% | $4,751+25.4% |
| Participant deferral / active EE | $5,305 | $7,208-26.4% | $6,283-15.6% | $6,710-20.9% |
| Admin fee / account holder | $11,860 | $15,124-21.6% | $10,011+18.5% | $11,403+4.0% |