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 | $356,721 | $117,983+202.3% | $101,794+250.4% | $142,382+150.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 12.04% | 36.92%-24.9pp | 30.53%-18.5pp | 217.08%-205.0pp |
| Employer contribution / active EE | $16,479 | $2,773+494.3% | $2,289+620.0% | $4,299+283.3% |
| Participant deferral / active EE | $8,032 | $4,714+70.4% | $4,084+96.7% | $6,507+23.4% |
| Admin fee / account holder | $12,352 | $10,433+18.4% | $8,777+40.7% | $12,624-2.2% |