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 | $255,784 | $228,332+12.0% | $185,823+37.6% | $158,922+60.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 12.83% | 40.80%-28.0pp | 35.95%-23.1pp | 302.83%-290.0pp |
| Employer contribution / active EE | $8,517 | $4,967+71.5% | $4,087+108.4% | $4,761+78.9% |
| Participant deferral / active EE | $10,281 | $6,415+60.3% | $5,632+82.6% | $5,982+71.9% |
| Admin fee / account holder | $12,089 | $11,864+1.9% | $9,500+27.2% | $11,246+7.5% |