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 | $257,777 | $154,117+67.3% | $129,995+98.3% | $139,434+84.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 22.89% | 32.48%-9.6pp | -137.18%+160.1pp | 372.94%-350.0pp |
| Employer contribution / active EE | $24,444 | $5,289+362.2% | $4,320+465.9% | $4,751+414.5% |
| Participant deferral / active EE | $16,179 | $6,710+141.1% | $5,820+178.0% | $6,710+141.1% |
| Admin fee / account holder | $6,051 | $14,007-56.8% | $10,614-43.0% | $11,403-46.9% |