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 | $283,976 | $95,416+197.6% | $185,823+52.8% | $85,850+230.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 11.92% | 23.59%-11.7pp | 122.05%-110.1pp | 318.53%-306.6pp |
| Employer contribution / active EE | $12,534 | $3,314+278.3% | $5,167+142.6% | $2,565+388.6% |
| Participant deferral / active EE | $3,997 | $3,423+16.7% | $5,568-28.2% | $3,952+1.1% |
| Admin fee / account holder | $5,233 | $7,213-27.4% | $16,237-67.8% | $6,260-16.4% |