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 | $317,299 | $78,672+303.3% | $109,143+190.7% | $85,850+269.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 13.52% | 25.09%-11.6pp | 25.75%-12.2pp | 318.53%-305.0pp |
| Employer contribution / active EE | $15,662 | $2,735+472.7% | $3,722+320.8% | $2,565+510.6% |
| Participant deferral / active EE | $2,665 | $3,467-23.1% | $4,653-42.7% | $3,952-32.6% |
| Admin fee / account holder | $26,204 | $5,469+379.1% | $6,752+288.1% | $6,260+318.6% |