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 | $295,971 | $165,335+79.0% | $149,696+97.7% | $158,922+86.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.99% | 348.15%-335.2pp | 276.60%-263.6pp | 302.83%-289.8pp |
| Employer contribution / active EE | $12,883 | $5,103+152.5% | $4,644+177.4% | $4,761+170.6% |
| Participant deferral / active EE | $11,545 | $7,181+60.8% | $6,842+68.7% | $5,982+93.0% |
| Admin fee / account holder | $6,183 | $10,807-42.8% | $9,309-33.6% | $11,246-45.0% |