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 | $270,871 | $99,652+171.8% | $78,778+243.8% | $147,584+83.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 18.03% | 47.28%-29.3pp | 35.62%-17.6pp | 578.55%-560.5pp |
| Employer contribution / active EE | $5,155 | $2,796+84.4% | $1,986+159.6% | $4,876+5.7% |
| Participant deferral / active EE | $5,083 | $3,664+38.8% | $2,958+71.8% | $5,439-6.5% |
| Admin fee / account holder | $2,532 | $7,155-64.6% | $5,134-50.7% | $10,885-76.7% |