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 | $259,647 | $149,734+73.4% | $118,925+118.3% | $158,922+63.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 15.60% | 19.95%-4.3pp | 35.88%-20.3pp | 302.83%-287.2pp |
| Employer contribution / active EE | $13,650 | $4,115+231.7% | $3,263+318.4% | $4,761+186.7% |
| Participant deferral / active EE | $0 | $5,223-100.0% | $4,265-100.0% | $5,982-100.0% |
| Admin fee / account holder | $863 | $8,603-90.0% | $6,581-86.9% | $11,246-92.3% |