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 | $265,284 | $110,257+140.6% | $96,544+174.8% | $139,434+90.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 12.60% | 26.32%-13.7pp | 25.84%-13.2pp | 372.94%-360.3pp |
| Employer contribution / active EE | $4,775 | $3,620+31.9% | $2,965+61.0% | $4,751+0.5% |
| Participant deferral / active EE | $9,466 | $5,548+70.6% | $4,851+95.1% | $6,710+41.1% |
| Admin fee / account holder | $17,791 | $11,591+53.5% | $8,252+115.6% | $11,403+56.0% |