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 | $314,481 | $176,377+78.3% | $134,143+134.4% | $158,922+97.9% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 14.85% | 63.63%-48.8pp | 36.33%-21.5pp | 302.83%-288.0pp |
| Employer contribution / active EE | $17,890 | $5,040+254.9% | $3,704+383.0% | $4,761+275.8% |
| Participant deferral / active EE | $11,375 | $4,091+178.0% | $3,499+225.1% | $5,982+90.1% |
| Admin fee / account holder | $1,387 | $8,718-84.1% | $6,684-79.3% | $11,246-87.7% |