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 | $256,822 | $104,664+145.4% | $85,682+199.7% | $167,490+53.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 11.16% | 21.45%-10.3pp | 21.49%-10.3pp | 478.56%-467.4pp |
| Employer contribution / active EE | $1,360 | $3,337-59.2% | $2,618-48.0% | $4,837-71.9% |
| Participant deferral / active EE | $3,647 | $4,824-24.4% | $3,923-7.0% | $6,341-42.5% |
| Admin fee / account holder | $25,292 | $10,032+152.1% | $6,873+268.0% | $12,309+105.5% |