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 | $262,823 | $124,281+111.5% | $109,143+140.8% | $167,490+56.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 10.58% | 26.04%-15.5pp | 25.75%-15.2pp | 478.56%-468.0pp |
| Employer contribution / active EE | $8,132 | $4,207+93.3% | $3,722+118.5% | $4,837+68.1% |
| Participant deferral / active EE | $8,188 | $5,255+55.8% | $4,653+76.0% | $6,341+29.1% |
| Admin fee / account holder | $25,583 | $7,970+221.0% | $6,752+278.9% | $12,309+107.8% |