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 | $410,245 | $91,552+348.1% | $133,956+206.3% | $79,858+413.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 11.56% | 61.85%-50.3pp | 45.09%-33.5pp | 31.71%-20.2pp |
| Employer contribution / active EE | $6,128 | $2,384+157.1% | $3,919+56.4% | $2,471+148.0% |
| Participant deferral / active EE | $7,994 | $3,733+114.1% | $5,048+58.4% | $3,740+113.7% |
| Admin fee / account holder | $4,459 | $6,321-29.5% | $8,927-50.1% | $5,306-16.0% |