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 | $342,071 | $118,427+188.8% | $66,042+418.0% | $142,382+140.2% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 11.27% | 35.57%-24.3pp | 52.11%-40.8pp | 217.08%-205.8pp |
| Employer contribution / active EE | $9,662 | $2,570+276.0% | $1,579+511.8% | $4,299+124.7% |
| Participant deferral / active EE | $10,746 | $4,311+149.3% | $2,835+279.0% | $6,507+65.1% |
| Admin fee / account holder | $3,249 | $9,593-66.1% | $5,747-43.5% | $12,624-74.3% |