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 | $310,920 | $127,777+143.3% | $106,548+191.8% | $167,490+85.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 15.37% | 33.87%-18.5pp | 26.80%-11.4pp | 478.56%-463.2pp |
| Employer contribution / active EE | $7,981 | $3,427+132.9% | $2,819+183.1% | $4,837+65.0% |
| Participant deferral / active EE | $14,044 | $5,087+176.1% | $4,398+219.3% | $6,341+121.5% |
| Admin fee / account holder | $34,876 | $11,228+210.6% | $7,407+370.8% | $12,309+183.3% |