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 | $368,776 | $232,540+58.6% | $185,117+99.2% | $147,584+149.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 15.31% | 43.03%-27.7pp | 40.50%-25.2pp | 578.55%-563.2pp |
| Employer contribution / active EE | $1,919 | $5,195-63.1% | $4,182-54.1% | $4,876-60.7% |
| Participant deferral / active EE | $9,694 | $5,834+66.2% | $5,045+92.1% | $5,439+78.2% |
| Admin fee / account holder | $19,461 | $10,275+89.4% | $8,159+138.5% | $10,885+78.8% |