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 | $315,076 | $102,616+207.0% | $81,983+284.3% | $158,922+98.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 12.60% | 61.04%-48.4pp | 41.31%-28.7pp | 302.83%-290.2pp |
| Employer contribution / active EE | $13,350 | $3,240+312.0% | $2,498+434.4% | $4,761+180.4% |
| Participant deferral / active EE | $3,956 | $4,648-14.9% | $3,722+6.3% | $5,982-33.9% |
| Admin fee / account holder | $15,625 | $8,235+89.7% | $5,664+175.9% | $11,246+38.9% |