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 | $254,937 | $154,365+65.2% | $130,231+95.8% | $139,434+82.8% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 19.22% | 30.34%-11.1pp | 38.77%-19.6pp | 372.94%-353.7pp |
| Employer contribution / active EE | $6,108 | $5,170+18.1% | $4,126+48.1% | $4,751+28.6% |
| Participant deferral / active EE | $12,748 | $8,498+50.0% | $6,799+87.5% | $6,710+90.0% |
| Admin fee / account holder | $1,965 | $9,214-78.7% | $6,020-67.4% | $11,403-82.8% |