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 | $290,976 | $140,940+106.5% | $112,229+159.3% | $139,434+108.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.29% | 32.71%-16.4pp | 30.20%-13.9pp | 372.94%-356.7pp |
| Employer contribution / active EE | $5,349 | $4,283+24.9% | $3,430+55.9% | $4,751+12.6% |
| Participant deferral / active EE | $12,828 | $5,874+118.4% | $4,798+167.4% | $6,710+91.2% |
| Admin fee / account holder | $7,379 | $9,954-25.9% | $7,748-4.8% | $11,403-35.3% |