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 | $262,926 | $115,882+126.9% | $100,516+161.6% | $158,922+65.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 25.30% | 34.79%-9.5pp | 30.89%-5.6pp | 302.83%-277.5pp |
| Employer contribution / active EE | $644 | $4,103-84.3% | $3,418-81.2% | $4,761-86.5% |
| Participant deferral / active EE | $2,092 | $6,674-68.7% | $6,270-66.6% | $5,982-65.0% |
| Admin fee / account holder | $15,296 | $10,995+39.1% | $8,081+89.3% | $11,246+36.0% |