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 | $392,494 | $117,983+232.7% | $101,794+285.6% | $142,382+175.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 17.05% | 36.92%-19.9pp | 30.53%-13.5pp | 217.08%-200.0pp |
| Employer contribution / active EE | $10,613 | $2,773+282.8% | $2,289+363.7% | $4,299+146.9% |
| Participant deferral / active EE | $17,387 | $4,714+268.9% | $4,084+325.7% | $6,507+167.2% |
| Admin fee / account holder | $28,032 | $10,433+168.7% | $8,777+219.4% | $12,624+122.1% |