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 | $253,974 | $179,726+41.3% | $156,263+62.5% | $142,382+78.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.99% | 77.86%-61.9pp | 59.47%-43.5pp | 217.08%-201.1pp |
| Employer contribution / active EE | $8,731 | $5,069+72.2% | $4,333+101.5% | $4,299+103.1% |
| Participant deferral / active EE | $12,345 | $6,956+77.5% | $6,158+100.5% | $6,507+89.7% |
| Admin fee / account holder | $3,323 | $17,272-80.8% | $14,255-76.7% | $12,624-73.7% |