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 | $264,211 | $127,777+106.8% | $106,548+148.0% | $167,490+57.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 15.16% | 33.87%-18.7pp | 26.80%-11.6pp | 478.56%-463.4pp |
| Employer contribution / active EE | $10,921 | $3,427+218.7% | $2,819+287.4% | $4,837+125.7% |
| Participant deferral / active EE | $6,759 | $5,087+32.9% | $4,398+53.7% | $6,341+6.6% |
| Admin fee / account holder | $3,017 | $11,228-73.1% | $7,407-59.3% | $12,309-75.5% |