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 | $256,641 | $179,726+42.8% | $156,263+64.2% | $142,382+80.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 16.62% | 77.86%-61.2pp | 59.47%-42.8pp | 217.08%-200.5pp |
| Employer contribution / active EE | $5,618 | $5,069+10.8% | $4,333+29.6% | $4,299+30.7% |
| Participant deferral / active EE | $7,348 | $6,956+5.6% | $6,158+19.3% | $6,507+12.9% |
| Admin fee / account holder | $1,481 | $17,272-91.4% | $14,255-89.6% | $12,624-88.3% |