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 | $276,444 | $114,381+141.7% | $107,525+157.1% | $142,382+94.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.33% | 242.71%-229.4pp | 181.32%-168.0pp | 217.08%-203.7pp |
| Employer contribution / active EE | $7,293 | $4,015+81.7% | $3,754+94.3% | $4,299+69.6% |
| Participant deferral / active EE | $10,984 | $5,564+97.4% | $5,116+114.7% | $6,507+68.8% |
| Admin fee / account holder | $3,810 | $9,860-61.4% | $8,919-57.3% | $12,624-69.8% |