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 | $293,115 | $127,065+130.7% | $113,168+159.0% | $142,382+105.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 14.83% | 24.03%-9.2pp | 24.27%-9.4pp | 217.08%-202.2pp |
| Employer contribution / active EE | $12,763 | $3,442+270.8% | $2,975+329.0% | $4,299+196.9% |
| Participant deferral / active EE | $15,427 | $5,716+169.9% | $5,107+202.1% | $6,507+137.1% |
| Admin fee / account holder | $30,904 | $15,736+96.4% | $12,068+156.1% | $12,624+144.8% |