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 | $318,252 | $154,117+106.5% | $129,995+144.8% | $139,434+128.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 23.05% | 32.48%-9.4pp | -137.18%+160.2pp | 372.94%-349.9pp |
| Employer contribution / active EE | $4,500 | $5,289-14.9% | $4,320+4.2% | $4,751-5.3% |
| Participant deferral / active EE | $10,809 | $6,710+61.1% | $5,820+85.7% | $6,710+61.1% |
| Admin fee / account holder | $10,820 | $14,007-22.7% | $10,614+1.9% | $11,403-5.1% |