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 | $349,418 | $154,117+126.7% | $129,995+168.8% | $139,434+150.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 15.03% | 32.48%-17.4pp | -137.18%+152.2pp | 372.94%-357.9pp |
| Employer contribution / active EE | $15,000 | $5,289+183.6% | $4,320+247.3% | $4,751+215.7% |
| Participant deferral / active EE | $15,500 | $6,710+131.0% | $5,820+166.3% | $6,710+131.0% |
| Admin fee / account holder | $8,525 | $14,007-39.1% | $10,614-19.7% | $11,403-25.2% |