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 | $254,666 | $108,919+133.8% | $100,391+153.7% | $145,922+74.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 18.14% | 57.88%-39.7pp | 49.20%-31.1pp | 561.29%-543.1pp |
| Employer contribution / active EE | $8,700 | $4,419+96.9% | $3,942+120.7% | $4,660+86.7% |
| Participant deferral / active EE | $16,612 | $8,445+96.7% | $8,082+105.6% | $6,688+148.4% |
| Admin fee / account holder | $9,003 | $9,689-7.1% | $7,899+14.0% | $13,397-32.8% |