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 | $280,869 | $176,812+58.9% | $146,665+91.5% | $167,490+67.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.23% | 24.03%-11.8pp | 22.74%-10.5pp | 478.56%-466.3pp |
| Employer contribution / active EE | $8,093 | $5,160+56.8% | $4,136+95.6% | $4,837+67.3% |
| Participant deferral / active EE | $7,478 | $6,440+16.1% | $5,506+35.8% | $6,341+17.9% |
| Admin fee / account holder | $11,530 | $13,259-13.0% | $10,280+12.2% | $12,309-6.3% |