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 | $361,516 | $176,812+104.5% | $146,665+146.5% | $167,490+115.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.73% | 24.03%-9.3pp | 22.74%-8.0pp | 478.56%-463.8pp |
| Employer contribution / active EE | $22,085 | $5,160+328.0% | $4,136+433.9% | $4,837+356.5% |
| Participant deferral / active EE | $13,712 | $6,440+112.9% | $5,506+149.0% | $6,341+116.2% |
| Admin fee / account holder | $3,409 | $13,259-74.3% | $10,280-66.8% | $12,309-72.3% |