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 | $282,101 | $178,174+58.3% | $156,181+80.6% | $137,256+105.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 14.66% | 84.19%-69.5pp | 64.87%-50.2pp | 220.34%-205.7pp |
| Employer contribution / active EE | $3,040 | $4,972-38.8% | $4,294-29.2% | $4,156-26.8% |
| Participant deferral / active EE | $13,385 | $6,888+94.3% | $6,132+118.3% | $6,407+108.9% |
| Admin fee / account holder | $8,252 | $17,404-52.6% | $14,586-43.4% | $12,270-32.7% |