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 | $285,011 | $185,822+53.4% | $169,993+67.7% | $139,434+104.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.58% | 60.50%-46.9pp | 53.37%-39.8pp | 372.94%-359.4pp |
| Employer contribution / active EE | $9,874 | $7,590+30.1% | $6,785+45.5% | $4,751+107.8% |
| Participant deferral / active EE | $7,775 | $11,622-33.1% | $10,408-25.3% | $6,710+15.9% |
| Admin fee / account holder | $6,354 | $15,381-58.7% | $12,815-50.4% | $11,403-44.3% |