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 | $339,662 | $99,918+239.9% | $81,382+317.4% | $145,922+132.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 9.31% | 34.32%-25.0pp | 24.73%-15.4pp | 561.29%-552.0pp |
| Employer contribution / active EE | $16,670 | $2,978+459.8% | $2,463+576.9% | $4,660+257.8% |
| Participant deferral / active EE | $7,910 | $4,605+71.8% | $3,883+103.7% | $6,688+18.3% |
| Admin fee / account holder | $1,801 | $8,212-78.1% | $5,768-68.8% | $13,397-86.6% |