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 | $258,477 | $105,181+145.7% | $159,436+62.1% | $85,850+201.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 17.65% | 45.07%-27.4pp | 263.57%-245.9pp | 318.53%-300.9pp |
| Employer contribution / active EE | $5,402 | $3,318+62.8% | $4,829+11.9% | $2,565+110.6% |
| Participant deferral / active EE | $9,219 | $5,945+55.1% | $7,352+25.4% | $3,952+133.3% |
| Admin fee / account holder | $8,743 | $6,933+26.1% | $10,799-19.0% | $6,260+39.7% |