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 | $478,184 | $161,352+196.4% | $134,172+256.4% | $137,256+248.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 15.32% | 28.72%-13.4pp | 25.30%-10.0pp | 220.34%-205.0pp |
| Employer contribution / active EE | $14,261 | $4,099+247.9% | $3,420+317.0% | $4,156+243.1% |
| Participant deferral / active EE | $10,229 | $5,552+84.2% | $4,690+118.1% | $6,407+59.7% |
| Admin fee / account holder | $7,928 | $15,028-47.2% | $12,016-34.0% | $12,270-35.4% |