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 | $274,000 | $114,381+139.5% | $107,525+154.8% | $142,382+92.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 11.78% | 242.71%-230.9pp | 181.32%-169.5pp | 217.08%-205.3pp |
| Employer contribution / active EE | $6,633 | $4,015+65.2% | $3,754+76.7% | $4,299+54.3% |
| Participant deferral / active EE | $14,980 | $5,564+169.2% | $5,116+192.8% | $6,507+130.2% |
| Admin fee / account holder | $202,087 | $9,860+1949.5% | $8,919+2165.9% | $12,624+1500.9% |