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 | $367,661 | $117,983+211.6% | $101,794+261.2% | $142,382+158.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 11.80% | 36.92%-25.1pp | 30.53%-18.7pp | 217.08%-205.3pp |
| Employer contribution / active EE | $15,714 | $2,773+466.7% | $2,289+586.5% | $4,299+265.5% |
| Participant deferral / active EE | $8,649 | $4,714+83.5% | $4,084+111.8% | $6,507+32.9% |
| Admin fee / account holder | $8,149 | $10,433-21.9% | $8,777-7.2% | $12,624-35.4% |