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 | $428,029 | $73,933+478.9% | $96,683+342.7% | $75,163+469.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 19.03% | 26.70%-7.7pp | 35.69%-16.7pp | 160.62%-141.6pp |
| Employer contribution / active EE | $12,141 | $2,928+314.7% | $3,737+224.9% | $2,670+354.7% |
| Participant deferral / active EE | $11,024 | $3,659+201.3% | $4,878+126.0% | $4,125+167.2% |
| Admin fee / account holder | $14,711 | $5,216+182.0% | $6,730+118.6% | $5,651+160.3% |