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 | $417,270 | $116,175+259.2% | $93,606+345.8% | $152,861+173.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 27.41% | 35.96%-8.6pp | 32.76%-5.4pp | 345.32%-317.9pp |
| Employer contribution / active EE | $10,927 | $3,218+239.5% | $2,718+302.0% | $4,762+129.4% |
| Participant deferral / active EE | $10,927 | $4,603+137.4% | $4,069+168.6% | $5,850+86.8% |
| Admin fee / account holder | $1,325 | $10,748-87.7% | $7,888-83.2% | $11,596-88.6% |