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 | $254,055 | $228,332+11.3% | $185,823+36.7% | $158,922+59.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 12.02% | 40.80%-28.8pp | 35.95%-23.9pp | 302.83%-290.8pp |
| Employer contribution / active EE | $9,030 | $4,967+81.8% | $4,087+120.9% | $4,761+89.7% |
| Participant deferral / active EE | $10,374 | $6,415+61.7% | $5,632+84.2% | $5,982+73.4% |
| Admin fee / account holder | $2,065 | $11,864-82.6% | $9,500-78.3% | $11,246-81.6% |