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 | $372,655 | $103,376+260.5% | $87,100+327.8% | $152,861+143.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 14.54% | 28.10%-13.6pp | 28.19%-13.6pp | 345.32%-330.8pp |
| Employer contribution / active EE | $6,621 | $3,220+105.6% | $2,521+162.6% | $4,762+39.0% |
| Participant deferral / active EE | $13,876 | $4,778+190.4% | $4,049+242.7% | $5,850+137.2% |
| Admin fee / account holder | $277,572 | $12,205+2174.2% | $7,497+3602.6% | $11,596+2293.6% |