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 | $253,830 | $127,264+99.5% | $109,895+131.0% | $167,490+51.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 8.29% | 22.97%-14.7pp | 29.45%-21.2pp | 478.56%-470.3pp |
| Employer contribution / active EE | $6,751 | $3,322+103.2% | $2,842+137.5% | $4,837+39.6% |
| Participant deferral / active EE | $4,004 | $4,514-11.3% | $4,048-1.1% | $6,341-36.9% |
| Admin fee / account holder | $987 | $7,114-86.1% | $6,066-83.7% | $12,309-92.0% |