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 | $336,642 | $107,452+213.3% | $91,541+267.8% | $142,382+136.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 12.80% | 22.06%-9.3pp | 20.50%-7.7pp | 217.08%-204.3pp |
| Employer contribution / active EE | $18,181 | $2,994+507.2% | $2,505+625.9% | $4,299+322.9% |
| Participant deferral / active EE | $9,865 | $4,754+107.5% | $4,008+146.1% | $6,507+51.6% |
| Admin fee / account holder | $106,490 | $8,834+1105.4% | $6,956+1430.8% | $12,624+743.6% |