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 | $363,970 | $106,515+241.7% | $96,683+276.5% | $139,434+161.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 30.00% | 38.43%-8.4pp | 35.69%-5.7pp | 372.94%-342.9pp |
| Employer contribution / active EE | $11,515 | $4,103+180.6% | $3,737+208.1% | $4,751+142.4% |
| Participant deferral / active EE | $8,309 | $5,454+52.3% | $4,878+70.3% | $6,710+23.8% |
| Admin fee / account holder | $3,074 | $7,877-61.0% | $6,730-54.3% | $11,403-73.0% |