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 | $257,533 | $127,777+101.5% | $106,548+141.7% | $167,490+53.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 13.45% | 33.87%-20.4pp | 26.80%-13.3pp | 478.56%-465.1pp |
| Employer contribution / active EE | $5,360 | $3,427+56.4% | $2,819+90.2% | $4,837+10.8% |
| Participant deferral / active EE | $3,784 | $5,087-25.6% | $4,398-14.0% | $6,341-40.3% |
| Admin fee / account holder | $4,500 | $11,228-59.9% | $7,407-39.3% | $12,309-63.4% |