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 | $254,231 | $154,228+64.8% | $145,433+74.8% | $137,256+85.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.97% | 74.59%-60.6pp | 66.58%-52.6pp | 220.34%-206.4pp |
| Employer contribution / active EE | $7,808 | $4,804+62.5% | $4,554+71.4% | $4,156+87.9% |
| Participant deferral / active EE | $13,602 | $8,216+65.5% | $7,897+72.2% | $6,407+112.3% |
| Admin fee / account holder | $1,351 | $14,344-90.6% | $13,129-89.7% | $12,270-89.0% |