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 | $278,834 | $127,065+119.4% | $113,168+146.4% | $142,382+95.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 15.42% | 24.03%-8.6pp | 24.27%-8.8pp | 217.08%-201.7pp |
| Employer contribution / active EE | $10,167 | $3,442+195.4% | $2,975+241.7% | $4,299+136.5% |
| Participant deferral / active EE | $10,167 | $5,716+77.9% | $5,107+99.1% | $6,507+56.2% |
| Admin fee / account holder | $114,504 | $15,736+627.7% | $12,068+848.8% | $12,624+807.1% |