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 | $267,571 | $110,261+142.7% | $95,745+179.5% | $139,434+91.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.80% | 27.11%-13.3pp | 28.35%-14.6pp | 372.94%-359.1pp |
| Employer contribution / active EE | $12,780 | $3,257+292.3% | $2,835+350.9% | $4,751+169.0% |
| Participant deferral / active EE | $6,816 | $4,676+45.8% | $4,245+60.6% | $6,710+1.6% |
| Admin fee / account holder | $2,011 | $6,613-69.6% | $5,678-64.6% | $11,403-82.4% |