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 | $282,354 | $197,591+42.9% | $177,821+58.8% | $158,922+77.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 16.34% | 58.76%-42.4pp | 48.32%-32.0pp | 302.83%-286.5pp |
| Employer contribution / active EE | $2,626 | $6,697-60.8% | $5,918-55.6% | $4,761-44.8% |
| Participant deferral / active EE | $7,693 | $8,405-8.5% | $7,714-0.3% | $5,982+28.6% |
| Admin fee / account holder | $9,872 | $15,399-35.9% | $12,427-20.6% | $11,246-12.2% |