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 | $378,316 | $118,849+218.3% | $96,562+291.8% | $167,490+125.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 17.69% | 50.49%-32.8pp | 37.78%-20.1pp | 478.56%-460.9pp |
| Employer contribution / active EE | $4,733 | $3,120+51.7% | $2,356+100.8% | $4,837-2.2% |
| Participant deferral / active EE | $7,227 | $4,616+56.6% | $3,849+87.8% | $6,341+14.0% |
| Admin fee / account holder | $18,587 | $8,065+130.5% | $6,181+200.7% | $12,309+51.0% |