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 | $407,275 | $117,841+245.6% | $102,423+297.6% | $145,922+179.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.90% | 31.65%-18.7pp | 29.32%-16.4pp | 561.29%-548.4pp |
| Employer contribution / active EE | $3,573 | $3,615-1.1% | $3,023+18.2% | $4,660-23.3% |
| Participant deferral / active EE | $14,939 | $5,731+160.7% | $5,053+195.6% | $6,688+123.4% |
| Admin fee / account holder | $30,333 | $13,326+127.6% | $9,451+221.0% | $13,397+126.4% |