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 | $315,839 | $154,117+104.9% | $129,995+143.0% | $139,434+126.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 15.15% | 32.48%-17.3pp | -137.18%+152.3pp | 372.94%-357.8pp |
| Employer contribution / active EE | $13,722 | $5,289+159.4% | $4,320+217.7% | $4,751+188.8% |
| Participant deferral / active EE | $9,230 | $6,710+37.6% | $5,820+58.6% | $6,710+37.6% |
| Admin fee / account holder | $2,714 | $14,007-80.6% | $10,614-74.4% | $11,403-76.2% |