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 | $255,545 | $111,535+129.1% | $105,223+142.9% | $137,256+86.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 19.00% | 237.85%-218.9pp | 180.65%-161.6pp | 220.34%-201.3pp |
| Employer contribution / active EE | $10,926 | $3,939+177.3% | $3,689+196.2% | $4,156+162.9% |
| Participant deferral / active EE | $8,168 | $5,500+48.5% | $5,072+61.1% | $6,407+27.5% |
| Admin fee / account holder | $6,663 | $9,721-31.5% | $8,859-24.8% | $12,270-45.7% |