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 | $288,899 | $107,452+168.9% | $91,541+215.6% | $142,382+102.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 13.32% | 22.06%-8.7pp | 20.50%-7.2pp | 217.08%-203.8pp |
| Employer contribution / active EE | $3,417 | $2,994+14.1% | $2,505+36.4% | $4,299-20.5% |
| Participant deferral / active EE | $13,633 | $4,754+186.7% | $4,008+240.2% | $6,507+109.5% |
| Admin fee / account holder | $77,513 | $8,834+777.4% | $6,956+1014.3% | $12,624+514.0% |