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 | $259,382 | $228,332+13.6% | $185,823+39.6% | $158,922+63.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 15.21% | 40.80%-25.6pp | 35.95%-20.7pp | 302.83%-287.6pp |
| Employer contribution / active EE | $12,360 | $4,967+148.9% | $4,087+202.4% | $4,761+159.6% |
| Participant deferral / active EE | $14,857 | $6,415+131.6% | $5,632+163.8% | $5,982+148.4% |
| Admin fee / account holder | $598 | $11,864-95.0% | $9,500-93.7% | $11,246-94.7% |