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 | $431,026 | $124,319+246.7% | $111,297+287.3% | $167,490+157.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 26.42% | 37.44%-11.0pp | 54.65%-28.2pp | 478.56%-452.1pp |
| Employer contribution / active EE | $27,540 | $3,435+701.6% | $2,731+908.4% | $4,837+469.3% |
| Participant deferral / active EE | $22,867 | $5,180+341.4% | $4,487+409.6% | $6,341+260.6% |
| Admin fee / account holder | $43,120 | $10,618+306.1% | $7,964+441.5% | $12,309+250.3% |