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 | $251,709 | $103,376+143.5% | $87,100+189.0% | $152,861+64.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 17.21% | 28.10%-10.9pp | 28.19%-11.0pp | 345.32%-328.1pp |
| Employer contribution / active EE | $2,459 | $3,220-23.6% | $2,521-2.5% | $4,762-48.4% |
| Participant deferral / active EE | $7,923 | $4,778+65.8% | $4,049+95.7% | $5,850+35.4% |
| Admin fee / account holder | $16,114 | $12,205+32.0% | $7,497+114.9% | $11,596+39.0% |