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 | $267,904 | $179,726+49.1% | $156,263+71.4% | $142,382+88.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 12.71% | 77.86%-65.1pp | 59.47%-46.8pp | 217.08%-204.4pp |
| Employer contribution / active EE | $10,005 | $5,069+97.4% | $4,333+130.9% | $4,299+132.7% |
| Participant deferral / active EE | $7,853 | $6,956+12.9% | $6,158+27.5% | $6,507+20.7% |
| Admin fee / account holder | $9,616 | $17,272-44.3% | $14,255-32.5% | $12,624-23.8% |