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 | $290,962 | $210,648+38.1% | $177,989+63.5% | $145,922+99.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.75% | 385.86%-373.1pp | 294.48%-281.7pp | 561.29%-548.5pp |
| Employer contribution / active EE | $2,147 | $4,565-53.0% | $3,949-45.6% | $4,660-53.9% |
| Participant deferral / active EE | $6,603 | $6,958-5.1% | $6,276+5.2% | $6,688-1.3% |
| Admin fee / account holder | $4,665 | $12,013-61.2% | $10,363-55.0% | $13,397-65.2% |