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 | $268,246 | $105,859+153.4% | $90,160+197.5% | $147,584+81.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 15.35% | 37.63%-22.3pp | 34.88%-19.5pp | 578.55%-563.2pp |
| Employer contribution / active EE | $11,822 | $4,126+186.5% | $3,318+256.3% | $4,876+142.4% |
| Participant deferral / active EE | $12,666 | $5,733+120.9% | $5,288+139.5% | $5,439+132.9% |
| Admin fee / account holder | $1,755 | $8,046-78.2% | $5,943-70.5% | $10,885-83.9% |