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 | $343,031 | $124,281+176.0% | $109,143+214.3% | $167,490+104.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 12.27% | 26.04%-13.8pp | 25.75%-13.5pp | 478.56%-466.3pp |
| Employer contribution / active EE | $16,316 | $4,207+287.8% | $3,722+338.4% | $4,837+237.3% |
| Participant deferral / active EE | $10,111 | $5,255+92.4% | $4,653+117.3% | $6,341+59.5% |
| Admin fee / account holder | $10,187 | $7,970+27.8% | $6,752+50.9% | $12,309-17.2% |