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 | $271,083 | $124,281+118.1% | $109,143+148.4% | $167,490+61.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 12.00% | 26.04%-14.0pp | 25.75%-13.8pp | 478.56%-466.6pp |
| Employer contribution / active EE | $7,137 | $4,207+69.6% | $3,722+91.8% | $4,837+47.5% |
| Participant deferral / active EE | $10,343 | $5,255+96.8% | $4,653+122.3% | $6,341+63.1% |
| Admin fee / account holder | $58,243 | $7,970+630.8% | $6,752+762.6% | $12,309+373.2% |