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 | $336,875 | $117,841+185.9% | $102,423+228.9% | $145,922+130.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.61% | 31.65%-15.0pp | 29.32%-12.7pp | 561.29%-544.7pp |
| Employer contribution / active EE | $17,652 | $3,615+388.3% | $3,023+483.9% | $4,660+278.8% |
| Participant deferral / active EE | $11,128 | $5,731+94.2% | $5,053+120.2% | $6,688+66.4% |
| Admin fee / account holder | $5,841 | $13,326-56.2% | $9,451-38.2% | $13,397-56.4% |