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 | $256,930 | $111,754+129.9% | $103,333+148.6% | $145,922+76.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 19.31% | 24.77%-5.5pp | 24.88%-5.6pp | 561.29%-542.0pp |
| Employer contribution / active EE | $12,959 | $4,212+207.6% | $3,868+235.1% | $4,660+178.1% |
| Participant deferral / active EE | $10,124 | $5,619+80.2% | $5,057+100.2% | $6,688+51.4% |
| Admin fee / account holder | $15,270 | $9,750+56.6% | $8,355+82.8% | $13,397+14.0% |