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 | $296,223 | $228,332+29.7% | $185,823+59.4% | $158,922+86.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 21.39% | 40.80%-19.4pp | 35.95%-14.6pp | 302.83%-281.4pp |
| Employer contribution / active EE | $6,775 | $4,967+36.4% | $4,087+65.7% | $4,761+42.3% |
| Participant deferral / active EE | $13,396 | $6,415+108.8% | $5,632+137.9% | $5,982+123.9% |
| Admin fee / account holder | $1,597 | $11,864-86.5% | $9,500-83.2% | $11,246-85.8% |