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 | $315,924 | $162,781+94.1% | $133,956+135.8% | $158,922+98.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 19.60% | 41.94%-22.3pp | 45.09%-25.5pp | 302.83%-283.2pp |
| Employer contribution / active EE | $8,209 | $4,975+65.0% | $3,919+109.5% | $4,761+72.4% |
| Participant deferral / active EE | $12,108 | $5,911+104.8% | $5,048+139.9% | $5,982+102.4% |
| Admin fee / account holder | $2,076 | $11,736-82.3% | $8,927-76.7% | $11,246-81.5% |