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 | $294,890 | $232,540+26.8% | $185,117+59.3% | $147,584+99.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 18.89% | 43.03%-24.1pp | 40.50%-21.6pp | 578.55%-559.7pp |
| Employer contribution / active EE | $1,709 | $5,195-67.1% | $4,182-59.1% | $4,876-65.0% |
| Participant deferral / active EE | $6,500 | $5,834+11.4% | $5,045+28.8% | $5,439+19.5% |
| Admin fee / account holder | $3,063 | $10,275-70.2% | $8,159-62.5% | $10,885-71.9% |