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 | $290,628 | $104,974+176.9% | $95,585+204.1% | $142,382+104.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 14.86% | 210.33%-195.5pp | 38.56%-23.7pp | 217.08%-202.2pp |
| Employer contribution / active EE | $8,720 | $2,779+213.8% | $2,527+245.1% | $4,299+102.8% |
| Participant deferral / active EE | $8,252 | $4,352+89.6% | $4,023+105.2% | $6,507+26.8% |
| Admin fee / account holder | $22,223 | $6,386+248.0% | $6,127+262.7% | $12,624+76.0% |