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 | $289,956 | $112,729+157.2% | $98,716+193.7% | $137,256+111.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 12.90% | 38.48%-25.6pp | 31.81%-18.9pp | 220.34%-207.4pp |
| Employer contribution / active EE | $8,126 | $2,725+198.2% | $2,279+256.6% | $4,156+95.5% |
| Participant deferral / active EE | $10,039 | $4,640+116.4% | $4,048+148.0% | $6,407+56.7% |
| Admin fee / account holder | $7,897 | $10,129-22.0% | $8,703-9.3% | $12,270-35.6% |