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 | $252,589 | $185,822+35.9% | $169,993+48.6% | $139,434+81.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.48% | 60.50%-45.0pp | 53.37%-37.9pp | 372.94%-357.5pp |
| Employer contribution / active EE | $5,309 | $7,590-30.1% | $6,785-21.8% | $4,751+11.7% |
| Participant deferral / active EE | $14,802 | $11,622+27.4% | $10,408+42.2% | $6,710+120.6% |
| Admin fee / account holder | $21,568 | $15,381+40.2% | $12,815+68.3% | $11,403+89.2% |