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 | $274,274 | $116,175+136.1% | $93,606+193.0% | $152,861+79.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 25.81% | 35.96%-10.2pp | 32.76%-7.0pp | 345.32%-319.5pp |
| Employer contribution / active EE | $3,333 | $3,218+3.6% | $2,718+22.6% | $4,762-30.0% |
| Participant deferral / active EE | $11,871 | $4,603+157.9% | $4,069+191.8% | $5,850+102.9% |
| Admin fee / account holder | $2,091 | $10,748-80.5% | $7,888-73.5% | $11,596-82.0% |