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 | $250,534 | $110,257+127.2% | $96,544+159.5% | $139,434+79.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 21.19% | 26.32%-5.1pp | 25.84%-4.7pp | 372.94%-351.8pp |
| Employer contribution / active EE | $1,864 | $3,620-48.5% | $2,965-37.1% | $4,751-60.8% |
| Participant deferral / active EE | $12,881 | $5,548+132.2% | $4,851+165.5% | $6,710+92.0% |
| Admin fee / account holder | $560 | $11,591-95.2% | $8,252-93.2% | $11,403-95.1% |