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 | $380,312 | $111,754+240.3% | $103,333+268.0% | $145,922+160.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.48% | 24.77%-15.3pp | 24.88%-15.4pp | 561.29%-551.8pp |
| Employer contribution / active EE | $10,703 | $4,212+154.1% | $3,868+176.7% | $4,660+129.7% |
| Participant deferral / active EE | $8,151 | $5,619+45.1% | $5,057+61.2% | $6,688+21.9% |
| Admin fee / account holder | $21,843 | $9,750+124.0% | $8,355+161.4% | $13,397+63.0% |