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 | $276,096 | $123,909+122.8% | $69,647+296.4% | $145,922+89.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.5%+33.5pp | 80.3%+19.7pp |
| Annual return | 9.59% | 190.55%-181.0pp | 100.48%-90.9pp | 561.29%-551.7pp |
| Employer contribution / active EE | $5,833 | $2,682+117.5% | $1,712+240.6% | $4,660+25.2% |
| Participant deferral / active EE | $10,167 | $4,236+140.0% | $2,886+252.3% | $6,688+52.0% |
| Admin fee / account holder | $1,633 | $7,863-79.2% | $4,713-65.4% | $13,397-87.8% |