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 | $313,083 | $137,414+127.8% | $189,513+65.2% | $85,850+264.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 12.40% | 38.14%-25.7pp | 555.15%-542.8pp | 318.53%-306.1pp |
| Employer contribution / active EE | $16,547 | $4,344+280.9% | $6,162+168.6% | $2,565+545.1% |
| Participant deferral / active EE | $11,238 | $6,260+79.5% | $8,221+36.7% | $3,952+184.4% |
| Admin fee / account holder | $15,513 | $8,630+79.8% | $12,045+28.8% | $6,260+147.8% |