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 | $321,614 | $176,377+82.3% | $134,143+139.8% | $158,922+102.4% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 20.74% | 63.63%-42.9pp | 36.33%-15.6pp | 302.83%-282.1pp |
| Employer contribution / active EE | $6,856 | $5,040+36.0% | $3,704+85.1% | $4,761+44.0% |
| Participant deferral / active EE | $13,711 | $4,091+235.1% | $3,499+291.9% | $5,982+129.2% |
| Admin fee / account holder | $315 | $8,718-96.4% | $6,684-95.3% | $11,246-97.2% |