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 | $374,158 | $142,344+162.9% | $119,609+212.8% | $134,475+178.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 15.97% | -12.44%+28.4pp | -14.97%+30.9pp | 417.96%-402.0pp |
| Employer contribution / active EE | $26,220 | $5,222+402.1% | $4,232+519.6% | $4,740+453.2% |
| Participant deferral / active EE | $17,243 | $6,469+166.5% | $5,602+207.8% | $6,400+169.4% |
| Admin fee / account holder | $1,728 | $13,584-87.3% | $10,323-83.3% | $11,426-84.9% |