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 | $273,887 | $201,259+36.1% | $184,200+48.7% | $145,959+87.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.92% | 28.98%-16.1pp | 28.80%-15.9pp | 561.95%-549.0pp |
| Employer contribution / active EE | $2,454 | $7,018-65.0% | $6,424-61.8% | $4,661-47.4% |
| Participant deferral / active EE | $4,497 | $9,806-54.1% | $9,132-50.8% | $6,689-32.8% |
| Admin fee / account holder | $1,777 | $16,372-89.1% | $13,907-87.2% | $13,398-86.7% |