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 | $340,485 | $163,101+108.8% | $136,749+149.0% | $142,382+139.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 18.96% | 27.54%-8.6pp | 24.33%-5.4pp | 217.08%-198.1pp |
| Employer contribution / active EE | $15,711 | $4,117+281.7% | $3,400+362.2% | $4,299+265.5% |
| Participant deferral / active EE | $11,166 | $5,585+99.9% | $4,692+138.0% | $6,507+71.6% |
| Admin fee / account holder | $1,088 | $14,318-92.4% | $11,386-90.4% | $12,624-91.4% |