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 | $365,369 | $232,540+57.1% | $185,117+97.4% | $147,584+147.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 8.43% | 43.03%-34.6pp | 40.50%-32.1pp | 578.55%-570.1pp |
| Employer contribution / active EE | $1,334 | $5,195-74.3% | $4,182-68.1% | $4,876-72.6% |
| Participant deferral / active EE | $8,188 | $5,834+40.3% | $5,045+62.3% | $5,439+50.5% |
| Admin fee / account holder | $71,447 | $10,275+595.3% | $8,159+775.6% | $10,885+556.4% |