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 | $344,790 | $197,591+74.5% | $177,821+93.9% | $158,922+117.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 12.36% | 58.76%-46.4pp | 48.32%-36.0pp | 302.83%-290.5pp |
| Employer contribution / active EE | $5,347 | $6,697-20.2% | $5,918-9.7% | $4,761+12.3% |
| Participant deferral / active EE | $12,133 | $8,405+44.4% | $7,714+57.3% | $5,982+102.8% |
| Admin fee / account holder | $16,298 | $15,399+5.8% | $12,427+31.1% | $11,246+44.9% |