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 | $377,686 | $116,175+225.1% | $93,606+303.5% | $152,861+147.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 18.75% | 35.96%-17.2pp | 32.76%-14.0pp | 345.32%-326.6pp |
| Employer contribution / active EE | $13,160 | $3,218+309.0% | $2,718+384.2% | $4,762+176.3% |
| Participant deferral / active EE | $9,027 | $4,603+96.1% | $4,069+121.9% | $5,850+54.3% |
| Admin fee / account holder | $23,312 | $10,748+116.9% | $7,888+195.5% | $11,596+101.0% |