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 | $509,380 | $111,754+355.8% | $103,333+392.9% | $145,922+249.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.23% | 24.77%-8.5pp | 24.88%-8.7pp | 561.29%-545.1pp |
| Employer contribution / active EE | $7,815 | $4,212+85.5% | $3,868+102.1% | $4,660+67.7% |
| Participant deferral / active EE | $17,270 | $5,619+207.4% | $5,057+241.5% | $6,688+158.2% |
| Admin fee / account holder | $43,551 | $9,750+346.7% | $8,355+421.3% | $13,397+225.1% |