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 | $267,484 | $124,425+115.0% | $112,040+138.7% | $137,256+94.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 56.95% | 24.72%+32.2pp | 24.52%+32.4pp | 220.34%-163.4pp |
| Employer contribution / active EE | $4,370 | $3,411+28.1% | $2,954+47.9% | $4,156+5.2% |
| Participant deferral / active EE | $7,035 | $5,718+23.0% | $5,098+38.0% | $6,407+9.8% |
| Admin fee / account holder | $6,092 | $15,207-59.9% | $12,098-49.6% | $12,270-50.4% |