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 | $430,527 | $117,841+265.3% | $102,423+320.3% | $145,922+195.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.17% | 31.65%-19.5pp | 29.32%-17.2pp | 561.29%-549.1pp |
| Employer contribution / active EE | $8,327 | $3,615+130.4% | $3,023+175.4% | $4,660+78.7% |
| Participant deferral / active EE | $22,652 | $5,731+295.3% | $5,053+348.3% | $6,688+238.7% |
| Admin fee / account holder | $45,467 | $13,326+241.2% | $9,451+381.1% | $13,397+239.4% |