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 | $268,371 | $48,795+450.0% | $65,493+309.8% | $84,808+216.4% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 16.28% | 20.20%-3.9pp | 982.45%-966.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $9,209 | $1,930+377.2% | $2,574+257.7% | $2,631+250.0% |
| Participant deferral / active EE | $24,641 | $2,928+741.4% | $3,961+522.1% | $4,212+485.1% |
| Admin fee / account holder | $3,140 | $3,877-19.0% | $5,028-37.5% | $7,344-57.2% |