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 | $258,667 | $135,635+90.7% | $110,238+134.6% | $135,375+91.1% |
| Participation rate | 84.6% | 83.5%+1.2pp | 79.8%+4.8pp | 82.6%+2.0pp |
| Annual return | 1.06% | 513.19%-512.1pp | 314.74%-313.7pp | 519.73%-518.7pp |
| Employer contribution / active EE | $6,996 | $4,906+42.6% | $3,826+82.8% | $4,779+46.4% |
| Participant deferral / active EE | $0 | $5,506-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5,402 | $11,457-52.9% | $8,547-36.8% | $10,827-50.1% |