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 | $302,872 | $114,381+164.8% | $107,525+181.7% | $142,382+112.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.67% | 242.71%-226.0pp | 181.32%-164.6pp | 217.08%-200.4pp |
| Employer contribution / active EE | $9,375 | $4,015+133.5% | $3,754+149.8% | $4,299+118.1% |
| Participant deferral / active EE | $9,307 | $5,564+67.3% | $5,116+81.9% | $6,507+43.0% |
| Admin fee / account holder | $1,190 | $9,860-87.9% | $8,919-86.7% | $12,624-90.6% |