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 | $378,578 | $127,065+197.9% | $113,168+234.5% | $142,382+165.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 13.07% | 24.03%-11.0pp | 24.27%-11.2pp | 217.08%-204.0pp |
| Employer contribution / active EE | $8,740 | $3,442+153.9% | $2,975+193.8% | $4,299+103.3% |
| Participant deferral / active EE | $7,100 | $5,716+24.2% | $5,107+39.0% | $6,507+9.1% |
| Admin fee / account holder | $44,474 | $15,736+182.6% | $12,068+268.5% | $12,624+252.3% |