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 | $284,977 | $127,264+123.9% | $109,895+159.3% | $167,490+70.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 12.77% | 22.97%-10.2pp | 29.45%-16.7pp | 478.56%-465.8pp |
| Employer contribution / active EE | $3,765 | $3,322+13.3% | $2,842+32.4% | $4,837-22.2% |
| Participant deferral / active EE | $10,065 | $4,514+123.0% | $4,048+148.6% | $6,341+58.7% |
| Admin fee / account holder | $72,276 | $7,114+915.9% | $6,066+1091.6% | $12,309+487.2% |