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 | $265,123 | $227,553+16.5% | $189,557+39.9% | $167,490+58.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 13.90% | 78.40%-64.5pp | 64.17%-50.3pp | 478.56%-464.7pp |
| Employer contribution / active EE | $8,448 | $5,316+58.9% | $4,412+91.5% | $4,837+74.6% |
| Participant deferral / active EE | $7,938 | $7,002+13.4% | $6,174+28.6% | $6,341+25.2% |
| Admin fee / account holder | $1,603 | $11,878-86.5% | $9,807-83.7% | $12,309-87.0% |