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 | $276,431 | $197,591+39.9% | $177,821+55.5% | $158,922+73.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 15.07% | 58.76%-43.7pp | 48.32%-33.3pp | 302.83%-287.8pp |
| Employer contribution / active EE | $3,714 | $6,697-44.5% | $5,918-37.2% | $4,761-22.0% |
| Participant deferral / active EE | $7,931 | $8,405-5.6% | $7,714+2.8% | $5,982+32.6% |
| Admin fee / account holder | $2,213 | $15,399-85.6% | $12,427-82.2% | $11,246-80.3% |