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 | $355,368 | $124,319+185.9% | $111,297+219.3% | $167,490+112.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 15.95% | 37.44%-21.5pp | 54.65%-38.7pp | 478.56%-462.6pp |
| Employer contribution / active EE | $4,284 | $3,435+24.7% | $2,731+56.9% | $4,837-11.4% |
| Participant deferral / active EE | $10,111 | $5,180+95.2% | $4,487+125.3% | $6,341+59.5% |
| Admin fee / account holder | $38,114 | $10,618+259.0% | $7,964+378.6% | $12,309+209.6% |