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 | $264,175 | $201,259+31.3% | $184,200+43.4% | $145,959+81.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.93% | 28.98%-11.1pp | 28.80%-10.9pp | 561.95%-544.0pp |
| Employer contribution / active EE | $5,180 | $7,018-26.2% | $6,424-19.4% | $4,661+11.1% |
| Participant deferral / active EE | $17,342 | $9,806+76.8% | $9,132+89.9% | $6,689+159.3% |
| Admin fee / account holder | $7,001 | $16,372-57.2% | $13,907-49.7% | $13,398-47.7% |