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 | $277,521 | $114,381+142.6% | $107,525+158.1% | $142,382+94.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.97% | 242.71%-227.7pp | 181.32%-166.4pp | 217.08%-202.1pp |
| Employer contribution / active EE | $6,869 | $4,015+71.1% | $3,754+83.0% | $4,299+59.8% |
| Participant deferral / active EE | $16,791 | $5,564+201.8% | $5,116+228.2% | $6,507+158.0% |
| Admin fee / account holder | $844 | $9,860-91.4% | $8,919-90.5% | $12,624-93.3% |