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 | $410,170 | $127,065+222.8% | $113,168+262.4% | $142,382+188.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 10.78% | 24.03%-13.2pp | 24.27%-13.5pp | 217.08%-206.3pp |
| Employer contribution / active EE | $3,181 | $3,442-7.6% | $2,975+6.9% | $4,299-26.0% |
| Participant deferral / active EE | $9,156 | $5,716+60.2% | $5,107+79.3% | $6,507+40.7% |
| Admin fee / account holder | $343 | $15,736-97.8% | $12,068-97.2% | $12,624-97.3% |