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 | $267,998 | $91,190+193.9% | $178,490+50.1% | $79,858+235.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 17.79% | 24.19%-6.4pp | 151.07%-133.3pp | 31.71%-13.9pp |
| Employer contribution / active EE | $7,988 | $3,256+145.3% | $5,011+59.4% | $2,471+223.3% |
| Participant deferral / active EE | $8,168 | $3,236+152.4% | $5,202+57.0% | $3,740+118.4% |
| Admin fee / account holder | $2,559 | $6,751-62.1% | $13,984-81.7% | $5,306-51.8% |