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 | $262,393 | $70,428+272.6% | $96,562+171.7% | $85,850+205.6% |
| Participation rate | 93.9% | 61.8%+32.1pp | 69.8%+24.1pp | 69.3%+24.6pp |
| Annual return | 11.31% | 18.59%-7.3pp | 37.78%-26.5pp | 318.53%-307.2pp |
| Employer contribution / active EE | $6,720 | $1,413+375.6% | $2,356+185.2% | $2,565+162.0% |
| Participant deferral / active EE | $3,717 | $2,894+28.5% | $3,849-3.4% | $3,952-5.9% |
| Admin fee / account holder | $10,005 | $4,997+100.2% | $6,181+61.9% | $6,260+59.8% |