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 | $279,721 | $152,587+83.3% | $125,175+123.5% | $152,861+83.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 12.95% | 54.84%-41.9pp | 43.79%-30.8pp | 345.32%-332.4pp |
| Employer contribution / active EE | $8,908 | $4,946+80.1% | $3,865+130.4% | $4,762+87.0% |
| Participant deferral / active EE | $4,836 | $5,868-17.6% | $4,937-2.0% | $5,850-17.3% |
| Admin fee / account holder | $13,321 | $13,434-0.8% | $9,702+37.3% | $11,596+14.9% |