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 | $262,262 | $183,592+42.9% | $155,567+68.6% | $145,959+79.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.01% | 61.24%-48.2pp | 64.74%-51.7pp | 561.95%-548.9pp |
| Employer contribution / active EE | $5,854 | $5,315+10.1% | $4,674+25.2% | $4,661+25.6% |
| Participant deferral / active EE | $3,661 | $6,464-43.4% | $5,628-34.9% | $6,689-45.3% |
| Admin fee / account holder | $11,398 | $19,318-41.0% | $15,916-28.4% | $13,398-14.9% |