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 | $254,387 | $46,553+446.4% | $64,056+297.1% | $75,163+238.4% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 18.59% | 26.03%-7.4pp | 33.69%-15.1pp | 160.62%-142.0pp |
| Employer contribution / active EE | $19,214 | $1,974+873.4% | $2,747+599.6% | $2,670+619.7% |
| Participant deferral / active EE | $5,787 | $2,837+104.0% | $3,880+49.2% | $4,125+40.3% |
| Admin fee / account holder | $15,447 | $2,952+423.3% | $3,068+403.5% | $5,651+173.3% |