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 | $442,713 | $127,777+246.5% | $106,548+315.5% | $167,490+164.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 12.27% | 33.87%-21.6pp | 26.80%-14.5pp | 478.56%-466.3pp |
| Employer contribution / active EE | $11,159 | $3,427+225.7% | $2,819+295.9% | $4,837+130.7% |
| Participant deferral / active EE | $7,272 | $5,087+42.9% | $4,398+65.3% | $6,341+14.7% |
| Admin fee / account holder | $12,156 | $11,228+8.3% | $7,407+64.1% | $12,309-1.2% |