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 | $420,626 | $179,726+134.0% | $156,263+169.2% | $142,382+195.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 13.59% | 77.86%-64.3pp | 59.47%-45.9pp | 217.08%-203.5pp |
| Employer contribution / active EE | $11,835 | $5,069+133.5% | $4,333+173.1% | $4,299+175.3% |
| Participant deferral / active EE | $12,429 | $6,956+78.7% | $6,158+101.8% | $6,507+91.0% |
| Admin fee / account holder | $9,239 | $17,272-46.5% | $14,255-35.2% | $12,624-26.8% |