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 | $283,479 | $117,983+140.3% | $101,794+178.5% | $142,382+99.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 16.25% | 36.92%-20.7pp | 30.53%-14.3pp | 217.08%-200.8pp |
| Employer contribution / active EE | $11,500 | $2,773+314.8% | $2,289+402.4% | $4,299+167.5% |
| Participant deferral / active EE | $7,625 | $4,714+61.8% | $4,084+86.7% | $6,507+17.2% |
| Admin fee / account holder | $5,629 | $10,433-46.1% | $8,777-35.9% | $12,624-55.4% |