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 | $308,022 | $95,416+222.8% | $185,823+65.8% | $85,850+258.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 15.96% | 23.59%-7.6pp | 122.05%-106.1pp | 318.53%-302.6pp |
| Employer contribution / active EE | $20,097 | $3,314+506.5% | $5,167+288.9% | $2,565+683.5% |
| Participant deferral / active EE | $12,324 | $3,423+260.0% | $5,568+121.3% | $3,952+211.9% |
| Admin fee / account holder | $4,447 | $7,213-38.3% | $16,237-72.6% | $6,260-29.0% |