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 | $255,901 | $165,984+54.2% | $164,813+55.3% | $145,922+75.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 20.18% | 100.03%-79.9pp | 69.93%-49.8pp | 561.29%-541.1pp |
| Employer contribution / active EE | $2,724 | $5,273-48.3% | $4,341-37.3% | $4,660-41.5% |
| Participant deferral / active EE | $3,319 | $6,959-52.3% | $6,031-45.0% | $6,688-50.4% |
| Admin fee / account holder | $1,869 | $16,648-88.8% | $12,690-85.3% | $13,397-86.0% |