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 | $309,309 | $115,770+167.2% | $101,248+205.5% | $158,922+94.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.49% | 56.14%-42.6pp | 46.47%-33.0pp | 302.83%-289.3pp |
| Employer contribution / active EE | $17,087 | $4,175+309.3% | $3,660+366.9% | $4,761+258.9% |
| Participant deferral / active EE | $12,039 | $4,957+142.9% | $4,370+175.5% | $5,982+101.3% |
| Admin fee / account holder | $11,161 | $7,245+54.0% | $5,945+87.7% | $11,246-0.8% |