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 | $320,783 | $232,540+37.9% | $185,117+73.3% | $147,584+117.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 12.27% | 43.03%-30.8pp | 40.50%-28.2pp | 578.55%-566.3pp |
| Employer contribution / active EE | $9,439 | $5,195+81.7% | $4,182+125.7% | $4,876+93.6% |
| Participant deferral / active EE | $3,732 | $5,834-36.0% | $5,045-26.0% | $5,439-31.4% |
| Admin fee / account holder | $40,007 | $10,275+289.4% | $8,159+390.3% | $10,885+267.5% |