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 | $277,460 | $100,773+175.3% | $88,946+211.9% | $142,382+94.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 14.90% | 70.18%-55.3pp | 57.82%-42.9pp | 217.08%-202.2pp |
| Employer contribution / active EE | $8,204 | $2,918+181.2% | $2,555+221.1% | $4,299+90.8% |
| Participant deferral / active EE | $8,030 | $5,230+53.5% | $4,581+75.3% | $6,507+23.4% |
| Admin fee / account holder | $2,239 | $9,693-76.9% | $8,261-72.9% | $12,624-82.3% |