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 | $284,954 | $93,571+204.5% | $135,903+109.7% | $75,163+279.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.67% | 30.90%-13.2pp | 68.23%-50.6pp | 160.62%-143.0pp |
| Employer contribution / active EE | $12,550 | $3,537+254.9% | $4,856+158.4% | $2,670+370.1% |
| Participant deferral / active EE | $11,574 | $6,404+80.7% | $7,758+49.2% | $4,125+180.6% |
| Admin fee / account holder | $52,516 | $6,975+652.9% | $10,762+388.0% | $5,651+829.3% |