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 | $251,394 | $117,983+113.1% | $101,794+147.0% | $142,382+76.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 13.70% | 36.92%-23.2pp | 30.53%-16.8pp | 217.08%-203.4pp |
| Employer contribution / active EE | $14,219 | $2,773+412.8% | $2,289+521.2% | $4,299+230.7% |
| Participant deferral / active EE | $17,857 | $4,714+278.8% | $4,084+337.3% | $6,507+174.4% |
| Admin fee / account holder | $8,521 | $10,433-18.3% | $8,777-2.9% | $12,624-32.5% |