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 | $293,758 | $176,812+66.1% | $146,665+100.3% | $167,490+75.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.36% | 24.03%-9.7pp | 22.74%-8.4pp | 478.56%-464.2pp |
| Employer contribution / active EE | $30,701 | $5,160+495.0% | $4,136+642.2% | $4,837+534.6% |
| Participant deferral / active EE | $10,350 | $6,440+60.7% | $5,506+88.0% | $6,341+63.2% |
| Admin fee / account holder | $11,234 | $13,259-15.3% | $10,280+9.3% | $12,309-8.7% |