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 | $345,517 | $198,466+74.1% | $170,442+102.7% | $147,584+134.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.79% | 257.29%-244.5pp | 205.93%-193.1pp | 578.55%-565.8pp |
| Employer contribution / active EE | $2,388 | $6,184-61.4% | $5,433-56.0% | $4,876-51.0% |
| Participant deferral / active EE | $6,143 | $5,629+9.1% | $4,939+24.4% | $5,439+13.0% |
| Admin fee / account holder | $11,716 | $16,852-30.5% | $13,880-15.6% | $10,885+7.6% |