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 | $280,081 | $152,460+83.7% | $118,746+135.9% | $147,584+89.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 15.56% | 17.41%-1.9pp | 24.54%-9.0pp | 578.55%-563.0pp |
| Employer contribution / active EE | $12,892 | $5,046+155.5% | $4,193+207.5% | $4,876+164.4% |
| Participant deferral / active EE | $10,205 | $6,212+64.3% | $5,332+91.4% | $5,439+87.6% |
| Admin fee / account holder | $1,288 | $16,953-92.4% | $10,720-88.0% | $10,885-88.2% |