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 | $280,820 | $165,335+69.8% | $149,696+87.6% | $158,922+76.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.33% | 348.15%-335.8pp | 276.60%-264.3pp | 302.83%-290.5pp |
| Employer contribution / active EE | $14,248 | $5,103+179.2% | $4,644+206.8% | $4,761+199.3% |
| Participant deferral / active EE | $14,453 | $7,181+101.3% | $6,842+111.2% | $5,982+141.6% |
| Admin fee / account holder | $8,103 | $10,807-25.0% | $9,309-13.0% | $11,246-27.9% |