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 | $265,147 | $176,056+50.6% | $159,436+66.3% | $167,490+58.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.54% | 331.75%-317.2pp | 263.57%-249.0pp | 478.56%-464.0pp |
| Employer contribution / active EE | $2,788 | $5,297-47.4% | $4,829-42.3% | $4,837-42.4% |
| Participant deferral / active EE | $9,743 | $7,750+25.7% | $7,352+32.5% | $6,341+53.6% |
| Admin fee / account holder | $3,202 | $12,554-74.5% | $10,799-70.3% | $12,309-74.0% |