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 | $415,991 | $99,918+316.3% | $81,382+411.2% | $145,922+185.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 18.50% | 34.32%-15.8pp | 24.73%-6.2pp | 561.29%-542.8pp |
| Employer contribution / active EE | $7,791 | $2,978+161.7% | $2,463+216.4% | $4,660+67.2% |
| Participant deferral / active EE | $7,675 | $4,605+66.7% | $3,883+97.6% | $6,688+14.8% |
| Admin fee / account holder | $2,010 | $8,212-75.5% | $5,768-65.2% | $13,397-85.0% |