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 | $274,862 | $148,534+85.0% | $135,903+102.2% | $139,434+97.1% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 18.67% | 79.19%-60.5pp | 68.23%-49.6pp | 372.94%-354.3pp |
| Employer contribution / active EE | $17,989 | $5,243+243.1% | $4,856+270.4% | $4,751+278.6% |
| Participant deferral / active EE | $7,183 | $8,100-11.3% | $7,758-7.4% | $6,710+7.0% |
| Admin fee / account holder | $144,409 | $12,400+1064.6% | $10,762+1241.8% | $11,403+1166.5% |