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 | $278,509 | $103,376+169.4% | $87,100+219.8% | $152,861+82.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 21.12% | 28.10%-7.0pp | 28.19%-7.1pp | 345.32%-324.2pp |
| Employer contribution / active EE | $14,675 | $3,220+355.7% | $2,521+482.0% | $4,762+208.2% |
| Participant deferral / active EE | $10,332 | $4,778+116.2% | $4,049+155.2% | $5,850+76.6% |
| Admin fee / account holder | $8,447 | $12,205-30.8% | $7,497+12.7% | $11,596-27.2% |