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 | $343,401 | $124,319+176.2% | $111,297+208.5% | $167,490+105.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 12.69% | 37.44%-24.7pp | 54.65%-42.0pp | 478.56%-465.9pp |
| Employer contribution / active EE | $20,953 | $3,435+509.9% | $2,731+667.2% | $4,837+333.1% |
| Participant deferral / active EE | $2,064 | $5,180-60.2% | $4,487-54.0% | $6,341-67.5% |
| Admin fee / account holder | $16,282 | $10,618+53.3% | $7,964+104.5% | $12,309+32.3% |