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 | $384,529 | $118,450+224.6% | $98,439+290.6% | $139,434+175.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 16.60% | 18.94%-2.3pp | 21.16%-4.6pp | 372.94%-356.3pp |
| Employer contribution / active EE | $14,168 | $3,609+292.5% | $3,048+364.8% | $4,751+198.2% |
| Participant deferral / active EE | $12,573 | $5,392+133.2% | $4,738+165.4% | $6,710+87.4% |
| Admin fee / account holder | $1,169 | $14,026-91.7% | $8,948-86.9% | $11,403-89.7% |