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 | $267,449 | $126,574+111.3% | $106,213+151.8% | $145,922+83.3% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 15.79% | 224.79%-209.0pp | 116.14%-100.4pp | 561.29%-545.5pp |
| Employer contribution / active EE | $7,836 | $3,730+110.0% | $3,171+147.1% | $4,660+68.2% |
| Participant deferral / active EE | $8,491 | $5,724+48.3% | $5,016+69.3% | $6,688+27.0% |
| Admin fee / account holder | $4,815 | $17,304-72.2% | $11,033-56.4% | $13,397-64.1% |