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 | $262,512 | $197,591+32.9% | $177,821+47.6% | $158,922+65.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 16.99% | 58.76%-41.8pp | 48.32%-31.3pp | 302.83%-285.8pp |
| Employer contribution / active EE | $8,080 | $6,697+20.6% | $5,918+36.5% | $4,761+69.7% |
| Participant deferral / active EE | $6,143 | $8,405-26.9% | $7,714-20.4% | $5,982+2.7% |
| Admin fee / account holder | $593 | $15,399-96.2% | $12,427-95.2% | $11,246-94.7% |