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 | $260,718 | $78,672+231.4% | $109,143+138.9% | $85,850+203.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 15.49% | 25.09%-9.6pp | 25.75%-10.3pp | 318.53%-303.0pp |
| Employer contribution / active EE | $17,783 | $2,735+550.3% | $3,722+377.8% | $2,565+593.3% |
| Participant deferral / active EE | $5,128 | $3,467+47.9% | $4,653+10.2% | $3,952+29.8% |
| Admin fee / account holder | $2,066 | $5,469-62.2% | $6,752-69.4% | $6,260-67.0% |