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 | $342,938 | $127,065+169.9% | $113,168+203.0% | $142,382+140.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 10.70% | 24.03%-13.3pp | 24.27%-13.6pp | 217.08%-206.4pp |
| Employer contribution / active EE | $12,924 | $3,442+275.5% | $2,975+334.4% | $4,299+200.6% |
| Participant deferral / active EE | $15,493 | $5,716+171.0% | $5,107+203.4% | $6,507+138.1% |
| Admin fee / account holder | $24,310 | $15,736+54.5% | $12,068+101.4% | $12,624+92.6% |