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 | $270,754 | $105,181+157.4% | $159,436+69.8% | $85,850+215.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 23.54% | 45.07%-21.5pp | 263.57%-240.0pp | 318.53%-295.0pp |
| Employer contribution / active EE | $6,071 | $3,318+83.0% | $4,829+25.7% | $2,565+136.7% |
| Participant deferral / active EE | $12,195 | $5,945+105.1% | $7,352+65.9% | $3,952+208.6% |
| Admin fee / account holder | $16,808 | $6,933+142.4% | $10,799+55.7% | $6,260+168.5% |