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 | $256,162 | $148,534+72.5% | $135,903+88.5% | $139,434+83.7% |
| Participation rate | 70.6% | 83.9%-13.3pp | 81.9%-11.3pp | 80.3%-9.7pp |
| Annual return | 14.41% | 79.19%-64.8pp | 68.23%-53.8pp | 372.94%-358.5pp |
| Employer contribution / active EE | $6,172 | $5,243+17.7% | $4,856+27.1% | $4,751+29.9% |
| Participant deferral / active EE | $11,392 | $8,100+40.6% | $7,758+46.8% | $6,710+69.8% |
| Admin fee / account holder | $4,299 | $12,400-65.3% | $10,762-60.1% | $11,403-62.3% |