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 | $273,462 | $115,770+136.2% | $101,248+170.1% | $158,922+72.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.02% | 56.14%-42.1pp | 46.47%-32.5pp | 302.83%-288.8pp |
| Employer contribution / active EE | $22,224 | $4,175+432.4% | $3,660+507.3% | $4,761+366.8% |
| Participant deferral / active EE | $16,169 | $4,957+226.2% | $4,370+270.0% | $5,982+170.3% |
| Admin fee / account holder | $2,653 | $7,245-63.4% | $5,945-55.4% | $11,246-76.4% |