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 | $351,656 | $107,015+228.6% | $73,545+378.2% | $147,584+138.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 16.11% | 38.25%-22.1pp | -15.16%+31.3pp | 578.55%-562.4pp |
| Employer contribution / active EE | $2,500 | $1,760+42.0% | $1,219+105.1% | $4,876-48.7% |
| Participant deferral / active EE | $10,000 | $2,462+306.2% | $1,806+453.7% | $5,439+83.9% |
| Admin fee / account holder | $10,114 | $3,055+231.1% | $2,320+336.0% | $10,885-7.1% |