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 | $252,512 | $197,591+27.8% | $177,821+42.0% | $158,922+58.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 20.58% | 58.76%-38.2pp | 48.32%-27.7pp | 302.83%-282.2pp |
| Employer contribution / active EE | $13,193 | $6,697+97.0% | $5,918+122.9% | $4,761+177.1% |
| Participant deferral / active EE | $10,400 | $8,405+23.7% | $7,714+34.8% | $5,982+73.9% |
| Admin fee / account holder | $1,380 | $15,399-91.0% | $12,427-88.9% | $11,246-87.7% |