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 | $295,089 | $112,096+163.2% | $95,952+207.5% | $158,922+85.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 13.57% | 171.09%-157.5pp | 91.61%-78.0pp | 302.83%-289.3pp |
| Employer contribution / active EE | $14,778 | $3,198+362.1% | $2,541+481.6% | $4,761+210.4% |
| Participant deferral / active EE | $7,498 | $4,784+56.7% | $4,167+79.9% | $5,982+25.3% |
| Admin fee / account holder | $10,980 | $10,130+8.4% | $6,795+61.6% | $11,246-2.4% |