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 | $264,717 | $74,888+253.5% | $71,209+271.7% | $142,382+85.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 15.43% | 345.14%-329.7pp | 282.51%-267.1pp | 217.08%-201.6pp |
| Employer contribution / active EE | $3,024 | $2,854+6.0% | $2,721+11.1% | $4,299-29.7% |
| Participant deferral / active EE | $3,463 | $4,454-22.3% | $4,175-17.1% | $6,507-46.8% |
| Admin fee / account holder | $3,017 | $5,568-45.8% | $5,349-43.6% | $12,624-76.1% |