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 | $317,366 | $127,777+148.4% | $106,548+197.9% | $167,490+89.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 14.67% | 33.87%-19.2pp | 26.80%-12.1pp | 478.56%-463.9pp |
| Employer contribution / active EE | $10,468 | $3,427+205.5% | $2,819+271.4% | $4,837+116.4% |
| Participant deferral / active EE | $11,233 | $5,087+120.8% | $4,398+155.4% | $6,341+77.1% |
| Admin fee / account holder | $4,768 | $11,228-57.5% | $7,407-35.6% | $12,309-61.3% |