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 | $270,949 | $111,535+142.9% | $105,223+157.5% | $137,256+97.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.26% | 237.85%-223.6pp | 180.65%-166.4pp | 220.34%-206.1pp |
| Employer contribution / active EE | $7,155 | $3,939+81.6% | $3,689+94.0% | $4,156+72.2% |
| Participant deferral / active EE | $6,924 | $5,500+25.9% | $5,072+36.5% | $6,407+8.1% |
| Admin fee / account holder | $4,761 | $9,721-51.0% | $8,859-46.3% | $12,270-61.2% |