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 | $330,189 | $98,750+234.4% | $149,696+120.6% | $79,858+313.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 13.26% | 27.43%-14.2pp | 276.60%-263.3pp | 31.71%-18.5pp |
| Employer contribution / active EE | $5,859 | $3,216+82.2% | $4,644+26.2% | $2,471+137.1% |
| Participant deferral / active EE | $7,022 | $5,680+23.6% | $6,842+2.6% | $3,740+87.8% |
| Admin fee / account holder | $4,959 | $6,053-18.1% | $9,309-46.7% | $5,306-6.5% |