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 | $256,934 | $114,381+124.6% | $107,525+139.0% | $142,382+80.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.03% | 242.71%-226.7pp | 181.32%-165.3pp | 217.08%-201.0pp |
| Employer contribution / active EE | $9,750 | $4,015+142.9% | $3,754+159.8% | $4,299+126.8% |
| Participant deferral / active EE | $18,705 | $5,564+236.2% | $5,116+265.6% | $6,507+187.5% |
| Admin fee / account holder | $130,616 | $9,860+1224.7% | $8,919+1364.5% | $12,624+934.7% |