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 | $253,572 | $154,117+64.5% | $129,995+95.1% | $139,434+81.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 13.62% | 32.48%-18.9pp | -137.18%+150.8pp | 372.94%-359.3pp |
| Employer contribution / active EE | $6,289 | $5,289+18.9% | $4,320+45.6% | $4,751+32.4% |
| Participant deferral / active EE | $7,314 | $6,710+9.0% | $5,820+25.7% | $6,710+9.0% |
| Admin fee / account holder | $300 | $14,007-97.9% | $10,614-97.2% | $11,403-97.4% |