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 | $306,963 | $115,770+165.2% | $101,248+203.2% | $158,922+93.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 19.27% | 56.14%-36.9pp | 46.47%-27.2pp | 302.83%-283.6pp |
| Employer contribution / active EE | $19,208 | $4,175+360.1% | $3,660+424.9% | $4,761+303.4% |
| Participant deferral / active EE | $13,484 | $4,957+172.0% | $4,370+208.6% | $5,982+125.4% |
| Admin fee / account holder | $1,186 | $7,245-83.6% | $5,945-80.1% | $11,246-89.5% |