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 | $269,234 | $157,256+71.2% | $141,162+90.7% | $152,861+76.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.74% | 64.32%-41.6pp | 71.39%-48.6pp | 345.32%-322.6pp |
| Employer contribution / active EE | $1,475 | $5,261-72.0% | $4,735-68.8% | $4,762-69.0% |
| Participant deferral / active EE | $2,778 | $7,109-60.9% | $6,709-58.6% | $5,850-52.5% |
| Admin fee / account holder | $9,519 | $12,120-21.5% | $10,261-7.2% | $11,596-17.9% |