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 | $311,586 | $98,240+217.2% | $82,313+278.5% | $147,584+111.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 17.94% | 30.85%-12.9pp | 25.88%-7.9pp | 578.55%-560.6pp |
| Employer contribution / active EE | $5,053 | $3,192+58.3% | $2,428+108.1% | $4,876+3.6% |
| Participant deferral / active EE | $9,956 | $4,383+127.1% | $3,706+168.6% | $5,439+83.1% |
| Admin fee / account holder | $395 | $8,563-95.4% | $5,608-93.0% | $10,885-96.4% |