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 | $365,804 | $124,281+194.3% | $109,143+235.2% | $167,490+118.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 11.88% | 26.04%-14.2pp | 25.75%-13.9pp | 478.56%-466.7pp |
| Employer contribution / active EE | $20,188 | $4,207+379.8% | $3,722+442.4% | $4,837+317.3% |
| Participant deferral / active EE | $10,391 | $5,255+97.7% | $4,653+123.3% | $6,341+63.9% |
| Admin fee / account holder | $17,251 | $7,970+116.5% | $6,752+155.5% | $12,309+40.2% |