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 | $380,248 | $117,983+222.3% | $101,794+273.5% | $142,382+167.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 11.26% | 36.92%-25.7pp | 30.53%-19.3pp | 217.08%-205.8pp |
| Employer contribution / active EE | $11,031 | $2,773+297.8% | $2,289+381.9% | $4,299+156.6% |
| Participant deferral / active EE | $8,780 | $4,714+86.3% | $4,084+115.0% | $6,507+34.9% |
| Admin fee / account holder | $22,669 | $10,433+117.3% | $8,777+158.3% | $12,624+79.6% |