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 | $274,960 | $115,770+137.5% | $101,248+171.6% | $158,922+73.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.56% | 56.14%-42.6pp | 46.47%-32.9pp | 302.83%-289.3pp |
| Employer contribution / active EE | $12,750 | $4,175+205.4% | $3,660+248.4% | $4,761+167.8% |
| Participant deferral / active EE | $5,819 | $4,957+17.4% | $4,370+33.2% | $5,982-2.7% |
| Admin fee / account holder | $1,083 | $7,245-85.0% | $5,945-81.8% | $11,246-90.4% |