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 | $305,882 | $117,841+159.6% | $102,423+198.6% | $145,922+109.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.61% | 31.65%-19.0pp | 29.32%-16.7pp | 561.29%-548.7pp |
| Employer contribution / active EE | $2,181 | $3,615-39.7% | $3,023-27.9% | $4,660-53.2% |
| Participant deferral / active EE | $15,899 | $5,731+177.4% | $5,053+214.6% | $6,688+137.7% |
| Admin fee / account holder | $101,032 | $13,326+658.2% | $9,451+969.0% | $13,397+654.1% |