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 | $316,679 | $162,781+94.5% | $133,956+136.4% | $158,922+99.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 12.21% | 41.94%-29.7pp | 45.09%-32.9pp | 302.83%-290.6pp |
| Employer contribution / active EE | $16,640 | $4,975+234.4% | $3,919+324.6% | $4,761+249.5% |
| Participant deferral / active EE | $12,228 | $5,911+106.9% | $5,048+142.3% | $5,982+104.4% |
| Admin fee / account holder | $11,833 | $11,736+0.8% | $8,927+32.6% | $11,246+5.2% |