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 | $302,172 | $175,202+72.5% | $149,673+101.9% | $139,434+116.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.05% | 166.71%-148.7pp | 134.42%-116.4pp | 372.94%-354.9pp |
| Employer contribution / active EE | $2,674 | $5,474-51.2% | $4,818-44.5% | $4,751-43.7% |
| Participant deferral / active EE | $11,160 | $6,519+71.2% | $5,680+96.5% | $6,710+66.3% |
| Admin fee / account holder | $3,421 | $16,150-78.8% | $13,210-74.1% | $11,403-70.0% |