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 | $366,900 | $98,750+271.5% | $149,696+145.1% | $79,858+359.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 17.31% | 27.43%-10.1pp | 276.60%-259.3pp | 31.71%-14.4pp |
| Employer contribution / active EE | $6,027 | $3,216+87.4% | $4,644+29.8% | $2,471+143.9% |
| Participant deferral / active EE | $10,454 | $5,680+84.1% | $6,842+52.8% | $3,740+179.5% |
| Admin fee / account holder | $17,491 | $6,053+189.0% | $9,309+87.9% | $5,306+229.6% |