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 | $261,687 | $152,460+71.6% | $118,746+120.4% | $147,584+77.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 13.34% | 17.41%-4.1pp | 24.54%-11.2pp | 578.55%-565.2pp |
| Employer contribution / active EE | $7,015 | $5,046+39.0% | $4,193+67.3% | $4,876+43.9% |
| Participant deferral / active EE | $3,682 | $6,212-40.7% | $5,332-30.9% | $5,439-32.3% |
| Admin fee / account holder | $16,945 | $16,9530% | $10,720+58.1% | $10,885+55.7% |