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 | $319,924 | $90,348+254.1% | $75,972+321.1% | $145,922+119.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 12.54% | 620.88%-608.3pp | 359.55%-347.0pp | 561.29%-548.7pp |
| Employer contribution / active EE | $4,531 | $3,311+36.8% | $2,685+68.8% | $4,660-2.8% |
| Participant deferral / active EE | $10,914 | $5,162+111.4% | $4,255+156.5% | $6,688+63.2% |
| Admin fee / account holder | $89,667 | $8,467+959.0% | $6,467+1286.6% | $13,397+569.3% |