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 5-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 | $259,911 | $127,065+104.5% | $113,168+129.7% | $142,382+82.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 14.57% | 24.03%-9.5pp | 24.27%-9.7pp | 217.08%-202.5pp |
| Employer contribution / active EE | $2,100 | $3,442-39.0% | $2,975-29.4% | $4,299-51.2% |
| Participant deferral / active EE | $29,521 | $5,716+416.4% | $5,107+478.1% | $6,507+353.7% |
| Admin fee / account holder | $3,749 | $15,736-76.2% | $12,068-68.9% | $12,624-70.3% |