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 | $338,603 | $91,190+271.3% | $178,490+89.7% | $79,858+324.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 20.64% | 24.19%-3.5pp | 151.07%-130.4pp | 31.71%-11.1pp |
| Employer contribution / active EE | $5,333 | $3,256+63.8% | $5,011+6.4% | $2,471+115.9% |
| Participant deferral / active EE | $5,883 | $3,236+81.8% | $5,202+13.1% | $3,740+57.3% |
| Admin fee / account holder | $2,008 | $6,751-70.3% | $13,984-85.6% | $5,306-62.2% |