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 | $299,912 | $111,535+168.9% | $105,223+185.0% | $137,256+118.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.13% | 237.85%-224.7pp | 180.65%-167.5pp | 220.34%-207.2pp |
| Employer contribution / active EE | $6,974 | $3,939+77.0% | $3,689+89.1% | $4,156+67.8% |
| Participant deferral / active EE | $14,663 | $5,500+166.6% | $5,072+189.1% | $6,407+128.9% |
| Admin fee / account holder | $105,979 | $9,721+990.2% | $8,859+1096.3% | $12,270+763.7% |