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 | $386,123 | $117,983+227.3% | $101,794+279.3% | $142,382+171.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 21.71% | 36.92%-15.2pp | 30.53%-8.8pp | 217.08%-195.4pp |
| Employer contribution / active EE | $14,252 | $2,773+414.0% | $2,289+522.7% | $4,299+231.5% |
| Participant deferral / active EE | $13,552 | $4,714+187.5% | $4,084+231.8% | $6,507+108.3% |
| Admin fee / account holder | $9,435 | $10,433-9.6% | $8,777+7.5% | $12,624-25.3% |