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 | $276,702 | $105,859+161.4% | $90,160+206.9% | $147,584+87.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 14.39% | 37.63%-23.2pp | 34.88%-20.5pp | 578.55%-564.2pp |
| Employer contribution / active EE | $20,900 | $4,126+406.5% | $3,318+529.9% | $4,876+328.6% |
| Participant deferral / active EE | $17,039 | $5,733+197.2% | $5,288+222.2% | $5,439+213.3% |
| Admin fee / account holder | $68,592 | $8,046+752.5% | $5,943+1054.2% | $10,885+530.1% |