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 | $343,268 | $95,266+260.3% | $82,389+316.6% | $142,382+141.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 16.59% | 25.74%-9.1pp | 28.67%-12.1pp | 217.08%-200.5pp |
| Employer contribution / active EE | $16,992 | $2,991+468.1% | $2,517+575.1% | $4,299+295.2% |
| Participant deferral / active EE | $17,138 | $4,809+256.4% | $4,155+312.5% | $6,507+163.4% |
| Admin fee / account holder | $375 | $8,563-95.6% | $7,231-94.8% | $12,624-97.0% |