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 | $255,323 | $201,272+26.9% | $184,203+38.6% | $145,922+75.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.99% | 29.00%-15.0pp | 28.81%-14.8pp | 561.29%-547.3pp |
| Employer contribution / active EE | $7,819 | $7,022+11.4% | $6,427+21.7% | $4,660+67.8% |
| Participant deferral / active EE | $17,182 | $9,806+75.2% | $9,131+88.2% | $6,688+156.9% |
| Admin fee / account holder | $14,896 | $16,364-9.0% | $13,901+7.2% | $13,397+11.2% |