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 | $469,179 | $110,261+325.5% | $95,745+390.0% | $139,434+236.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.91% | 27.11%-7.2pp | 28.35%-8.4pp | 372.94%-353.0pp |
| Employer contribution / active EE | $13,680 | $3,257+320.0% | $2,835+382.6% | $4,751+187.9% |
| Participant deferral / active EE | $10,615 | $4,676+127.0% | $4,245+150.1% | $6,710+58.2% |
| Admin fee / account holder | $16,257 | $6,613+145.8% | $5,678+186.3% | $11,403+42.6% |