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 | $458,831 | $127,777+259.1% | $106,548+330.6% | $167,490+173.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 11.69% | 33.87%-22.2pp | 26.80%-15.1pp | 478.56%-466.9pp |
| Employer contribution / active EE | $16,111 | $3,427+370.2% | $2,819+471.6% | $4,837+233.1% |
| Participant deferral / active EE | $10,689 | $5,087+110.1% | $4,398+143.0% | $6,341+68.6% |
| Admin fee / account holder | $24,803 | $11,228+120.9% | $7,407+234.8% | $12,309+101.5% |