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 | $254,189 | $102,616+147.7% | $81,983+210.1% | $158,922+59.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 19.25% | 61.04%-41.8pp | 41.31%-22.1pp | 302.83%-283.6pp |
| Employer contribution / active EE | $3,226 | $3,240-0.4% | $2,498+29.2% | $4,761-32.2% |
| Participant deferral / active EE | $8,767 | $4,648+88.6% | $3,722+135.5% | $5,982+46.6% |
| Admin fee / account holder | $4,784 | $8,235-41.9% | $5,664-15.5% | $11,246-57.5% |