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 | $304,128 | $115,770+162.7% | $101,248+200.4% | $158,922+91.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 23.01% | 56.14%-33.1pp | 46.47%-23.5pp | 302.83%-279.8pp |
| Employer contribution / active EE | $13,532 | $4,175+224.1% | $3,660+269.8% | $4,761+184.2% |
| Participant deferral / active EE | $9,228 | $4,957+86.1% | $4,370+111.2% | $5,982+54.3% |
| Admin fee / account holder | $9,007 | $7,245+24.3% | $5,945+51.5% | $11,246-19.9% |