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 | $255,509 | $201,272+26.9% | $184,203+38.7% | $145,922+75.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 23.10% | 29.00%-5.9pp | 28.81%-5.7pp | 561.29%-538.2pp |
| Employer contribution / active EE | $7,387 | $7,022+5.2% | $6,427+14.9% | $4,660+58.5% |
| Participant deferral / active EE | $8,941 | $9,806-8.8% | $9,131-2.1% | $6,688+33.7% |
| Admin fee / account holder | $3,667 | $16,364-77.6% | $13,901-73.6% | $13,397-72.6% |