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 | $252,084 | $176,056+43.2% | $159,436+58.1% | $167,490+50.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.13% | 331.75%-320.6pp | 263.57%-252.4pp | 478.56%-467.4pp |
| Employer contribution / active EE | $1,154 | $5,297-78.2% | $4,829-76.1% | $4,837-76.1% |
| Participant deferral / active EE | $7,922 | $7,750+2.2% | $7,352+7.8% | $6,341+24.9% |
| Admin fee / account holder | $4,835 | $12,554-61.5% | $10,799-55.2% | $12,309-60.7% |