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 | $252,812 | $127,777+97.9% | $106,548+137.3% | $167,490+50.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 18.68% | 33.87%-15.2pp | 26.80%-8.1pp | 478.56%-459.9pp |
| Employer contribution / active EE | $2,324 | $3,427-32.2% | $2,819-17.6% | $4,837-52.0% |
| Participant deferral / active EE | $4,948 | $5,087-2.7% | $4,398+12.5% | $6,341-22.0% |
| Admin fee / account holder | $1,123 | $11,228-90.0% | $7,407-84.8% | $12,309-90.9% |