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 | $339,646 | $227,553+49.3% | $189,557+79.2% | $167,490+102.8% |
| Participation rate | 83.3% | 82.5%+0.8pp | 78.4%+4.9pp | 82.1%+1.2pp |
| Annual return | 12.52% | 78.40%-65.9pp | 64.17%-51.7pp | 478.56%-466.0pp |
| Employer contribution / active EE | $6,615 | $5,316+24.4% | $4,412+49.9% | $4,837+36.7% |
| Participant deferral / active EE | $9,794 | $7,002+39.9% | $6,174+58.6% | $6,341+54.4% |
| Admin fee / account holder | $47,516 | $11,878+300.0% | $9,807+384.5% | $12,309+286.0% |