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 | $418,171 | $117,841+254.9% | $102,423+308.3% | $145,922+186.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.39% | 31.65%-19.3pp | 29.32%-16.9pp | 561.29%-548.9pp |
| Employer contribution / active EE | $11,316 | $3,615+213.1% | $3,023+274.3% | $4,660+142.9% |
| Participant deferral / active EE | $15,380 | $5,731+168.4% | $5,053+204.4% | $6,688+130.0% |
| Admin fee / account holder | $8,619 | $13,326-35.3% | $9,451-8.8% | $13,397-35.7% |