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 | $349,034 | $117,381+197.4% | $99,443+251.0% | $152,861+128.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 23.74% | 31.87%-8.1pp | 30.72%-7.0pp | 345.32%-321.6pp |
| Employer contribution / active EE | $7,113 | $3,013+136.1% | $2,540+180.1% | $4,762+49.4% |
| Participant deferral / active EE | $10,054 | $4,086+146.1% | $3,619+177.8% | $5,850+71.9% |
| Admin fee / account holder | $2,760 | $7,631-63.8% | $6,250-55.8% | $11,596-76.2% |