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 | $254,041 | $127,386+99.4% | $115,037+120.8% | $125,391+102.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 4.72% | 31.28%-26.6pp | 26.14%-21.4pp | 282.22%-277.5pp |
| Employer contribution / active EE | $14,433 | $5,166+179.4% | $4,608+213.2% | $4,866+196.6% |
| Participant deferral / active EE | $16,160 | $6,423+151.6% | $6,026+168.1% | $5,352+202.0% |
| Admin fee / account holder | $1,941 | $9,516-79.6% | $8,175-76.3% | $9,540-79.7% |