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 | $253,272 | $100,901+151.0% | $75,670+234.7% | $147,584+71.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 9.24% | 35.78%-26.5pp | 27.34%-18.1pp | 578.55%-569.3pp |
| Employer contribution / active EE | $5,477 | $3,253+68.3% | $2,352+132.9% | $4,876+12.3% |
| Participant deferral / active EE | $8,550 | $4,027+112.3% | $3,142+172.1% | $5,439+57.2% |
| Admin fee / account holder | $7,445 | $11,285-34.0% | $5,800+28.4% | $10,885-31.6% |