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 | $257,550 | $118,450+117.4% | $98,439+161.6% | $139,434+84.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 16.51% | 18.94%-2.4pp | 21.16%-4.7pp | 372.94%-356.4pp |
| Employer contribution / active EE | $14,887 | $3,609+312.5% | $3,048+388.4% | $4,751+213.4% |
| Participant deferral / active EE | $1,593 | $5,392-70.4% | $4,738-66.4% | $6,710-76.3% |
| Admin fee / account holder | $8,489 | $14,026-39.5% | $8,948-5.1% | $11,403-25.6% |