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 | $281,585 | $118,849+136.9% | $96,562+191.6% | $167,490+68.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 11.02% | 50.49%-39.5pp | 37.78%-26.8pp | 478.56%-467.5pp |
| Employer contribution / active EE | $1,740 | $3,120-44.2% | $2,356-26.2% | $4,837-64.0% |
| Participant deferral / active EE | $3,245 | $4,616-29.7% | $3,849-15.7% | $6,341-48.8% |
| Admin fee / account holder | $13,649 | $8,065+69.2% | $6,181+120.8% | $12,309+10.9% |