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 | $274,102 | $137,414+99.5% | $189,513+44.6% | $85,850+219.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 12.60% | 38.14%-25.5pp | 555.15%-542.6pp | 318.53%-305.9pp |
| Employer contribution / active EE | $4,288 | $4,344-1.3% | $6,162-30.4% | $2,565+67.2% |
| Participant deferral / active EE | $12,084 | $6,260+93.0% | $8,221+47.0% | $3,952+205.8% |
| Admin fee / account holder | $2,038 | $8,630-76.4% | $12,045-83.1% | $6,260-67.4% |