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 | $266,301 | $104,251+155.4% | $91,001+192.6% | $147,584+80.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 12.18% | 27.06%-14.9pp | 4.60%+7.6pp | 578.55%-566.4pp |
| Employer contribution / active EE | $3,664 | $3,116+17.6% | $2,456+49.2% | $4,876-24.9% |
| Participant deferral / active EE | $6,411 | $4,195+52.8% | $3,547+80.7% | $5,439+17.9% |
| Admin fee / account holder | $44,762 | $8,948+400.2% | $5,417+726.3% | $10,885+311.2% |