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 | $262,404 | $112,096+134.1% | $95,952+173.5% | $158,922+65.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 7.87% | 171.09%-163.2pp | 91.61%-83.7pp | 302.83%-295.0pp |
| Employer contribution / active EE | $2,968 | $3,198-7.2% | $2,541+16.8% | $4,761-37.7% |
| Participant deferral / active EE | $11,615 | $4,784+142.8% | $4,167+178.7% | $5,982+94.2% |
| Admin fee / account holder | $25,243 | $10,130+149.2% | $6,795+271.5% | $11,246+124.5% |