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 | $311,622 | $103,376+201.4% | $87,100+257.8% | $152,861+103.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 18.24% | 28.10%-9.9pp | 28.19%-9.9pp | 345.32%-327.1pp |
| Employer contribution / active EE | $6,710 | $3,220+108.4% | $2,521+166.1% | $4,762+40.9% |
| Participant deferral / active EE | $8,787 | $4,778+83.9% | $4,049+117.0% | $5,850+50.2% |
| Admin fee / account holder | $70,567 | $12,205+478.2% | $7,497+841.3% | $11,596+508.5% |