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 | $272,740 | $100,773+170.6% | $88,946+206.6% | $142,382+91.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 13.87% | 70.18%-56.3pp | 57.82%-44.0pp | 217.08%-203.2pp |
| Employer contribution / active EE | $17,675 | $2,918+505.8% | $2,555+591.8% | $4,299+311.1% |
| Participant deferral / active EE | $6,894 | $5,230+31.8% | $4,581+50.5% | $6,507+6.0% |
| Admin fee / account holder | $6,787 | $9,693-30.0% | $8,261-17.8% | $12,624-46.2% |