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 | $315,908 | $90,348+249.7% | $75,972+315.8% | $145,922+116.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 13.98% | 620.88%-606.9pp | 359.55%-345.6pp | 561.29%-547.3pp |
| Employer contribution / active EE | $17,554 | $3,311+430.1% | $2,685+553.8% | $4,660+276.7% |
| Participant deferral / active EE | $14,464 | $5,162+180.2% | $4,255+239.9% | $6,688+116.3% |
| Admin fee / account holder | $11,471 | $8,467+35.5% | $6,467+77.4% | $13,397-14.4% |