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 | $260,115 | $162,781+59.8% | $133,956+94.2% | $158,922+63.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 16.48% | 41.94%-25.5pp | 45.09%-28.6pp | 302.83%-286.3pp |
| Employer contribution / active EE | $1,705 | $4,975-65.7% | $3,919-56.5% | $4,761-64.2% |
| Participant deferral / active EE | $13,939 | $5,911+135.8% | $5,048+176.1% | $5,982+133.0% |
| Admin fee / account holder | $37,359 | $11,736+218.3% | $8,927+318.5% | $11,246+232.2% |