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 | $292,626 | $176,377+65.9% | $134,143+118.1% | $158,922+84.1% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 19.43% | 63.63%-44.2pp | 36.33%-16.9pp | 302.83%-283.4pp |
| Employer contribution / active EE | $9,489 | $5,040+88.2% | $3,704+156.2% | $4,761+99.3% |
| Participant deferral / active EE | $8,645 | $4,091+111.3% | $3,499+147.1% | $5,982+44.5% |
| Admin fee / account holder | $19,964 | $8,718+129.0% | $6,684+198.7% | $11,246+77.5% |