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 | $385,240 | $117,841+226.9% | $102,423+276.1% | $145,922+164.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.28% | 31.65%-16.4pp | 29.32%-14.0pp | 561.29%-546.0pp |
| Employer contribution / active EE | $11,574 | $3,615+220.2% | $3,023+282.8% | $4,660+148.4% |
| Participant deferral / active EE | $7,194 | $5,731+25.5% | $5,053+42.4% | $6,688+7.6% |
| Admin fee / account holder | $43,109 | $13,326+223.5% | $9,451+356.1% | $13,397+221.8% |