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 | $264,321 | $154,117+71.5% | $129,995+103.3% | $139,434+89.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 12.01% | 32.48%-20.5pp | -137.18%+149.2pp | 372.94%-360.9pp |
| Employer contribution / active EE | $7,035 | $5,289+33.0% | $4,320+62.9% | $4,751+48.1% |
| Participant deferral / active EE | $5,445 | $6,710-18.8% | $5,820-6.4% | $6,710-18.9% |
| Admin fee / account holder | $23,790 | $14,007+69.9% | $10,614+124.1% | $11,403+108.6% |