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 | $269,674 | $78,672+242.8% | $109,143+147.1% | $85,850+214.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 20.08% | 25.09%-5.0pp | 25.75%-5.7pp | 318.53%-298.5pp |
| Employer contribution / active EE | $6,124 | $2,735+123.9% | $3,722+64.5% | $2,565+138.7% |
| Participant deferral / active EE | $8,978 | $3,467+158.9% | $4,653+93.0% | $3,952+127.2% |
| Admin fee / account holder | $4,750 | $5,469-13.2% | $6,752-29.7% | $6,260-24.1% |