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 | $268,299 | $165,984+61.6% | $164,813+62.8% | $145,922+83.9% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 12.20% | 100.03%-87.8pp | 69.93%-57.7pp | 561.29%-549.1pp |
| Employer contribution / active EE | $7,129 | $5,273+35.2% | $4,341+64.2% | $4,660+53.0% |
| Participant deferral / active EE | $10,654 | $6,959+53.1% | $6,031+76.6% | $6,688+59.3% |
| Admin fee / account holder | $19,300 | $16,648+15.9% | $12,690+52.1% | $13,397+44.1% |