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 | $326,750 | $117,841+177.3% | $102,423+219.0% | $145,922+123.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.42% | 31.65%-18.2pp | 29.32%-15.9pp | 561.29%-547.9pp |
| Employer contribution / active EE | $20,017 | $3,615+453.8% | $3,023+562.1% | $4,660+329.6% |
| Participant deferral / active EE | $16,189 | $5,731+182.5% | $5,053+220.4% | $6,688+142.1% |
| Admin fee / account holder | $36,546 | $13,326+174.2% | $9,451+286.7% | $13,397+172.8% |