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 | $265,530 | $93,571+183.8% | $135,903+95.4% | $75,163+253.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 20.18% | 30.90%-10.7pp | 68.23%-48.0pp | 160.62%-140.4pp |
| Employer contribution / active EE | $12,023 | $3,537+239.9% | $4,856+147.6% | $2,670+350.3% |
| Participant deferral / active EE | $11,846 | $6,404+85.0% | $7,758+52.7% | $4,125+187.2% |
| Admin fee / account holder | $1,375 | $6,975-80.3% | $10,762-87.2% | $5,651-75.7% |