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 | $279,567 | $124,281+124.9% | $109,143+156.1% | $167,490+66.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.48% | 26.04%-12.6pp | 25.75%-12.3pp | 478.56%-465.1pp |
| Employer contribution / active EE | $5,635 | $4,207+33.9% | $3,722+51.4% | $4,837+16.5% |
| Participant deferral / active EE | $9,405 | $5,255+79.0% | $4,653+102.1% | $6,341+48.3% |
| Admin fee / account holder | $4,395 | $7,970-44.9% | $6,752-34.9% | $12,309-64.3% |