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 | $434,174 | $179,726+141.6% | $156,263+177.8% | $142,382+204.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 14.63% | 77.86%-63.2pp | 59.47%-44.8pp | 217.08%-202.4pp |
| Employer contribution / active EE | $7,741 | $5,069+52.7% | $4,333+78.6% | $4,299+80.1% |
| Participant deferral / active EE | $7,869 | $6,956+13.1% | $6,158+27.8% | $6,507+20.9% |
| Admin fee / account holder | $17,524 | $17,272+1.5% | $14,255+22.9% | $12,624+38.8% |