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 | $510,675 | $127,065+301.9% | $113,168+351.3% | $142,382+258.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 15.21% | 24.03%-8.8pp | 24.27%-9.1pp | 217.08%-201.9pp |
| Employer contribution / active EE | $9,451 | $3,442+174.6% | $2,975+217.6% | $4,299+119.8% |
| Participant deferral / active EE | $11,525 | $5,716+101.6% | $5,107+125.7% | $6,507+77.1% |
| Admin fee / account holder | $9,674 | $15,736-38.5% | $12,068-19.8% | $12,624-23.4% |