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 | $254,477 | $127,065+100.3% | $113,168+124.9% | $142,382+78.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 17.31% | 24.03%-6.7pp | 24.27%-7.0pp | 217.08%-199.8pp |
| Employer contribution / active EE | $2,752 | $3,442-20.0% | $2,975-7.5% | $4,299-36.0% |
| Participant deferral / active EE | $6,890 | $5,716+20.5% | $5,107+34.9% | $6,507+5.9% |
| Admin fee / account holder | $51,757 | $15,736+228.9% | $12,068+328.9% | $12,624+310.0% |