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 | $314,885 | $95,416+230.0% | $185,823+69.5% | $85,850+266.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 15.05% | 23.59%-8.5pp | 122.05%-107.0pp | 318.53%-303.5pp |
| Employer contribution / active EE | $8,793 | $3,314+165.4% | $5,167+70.2% | $2,565+242.8% |
| Participant deferral / active EE | $5,932 | $3,423+73.3% | $5,568+6.5% | $3,952+50.1% |
| Admin fee / account holder | $6,556 | $7,213-9.1% | $16,237-59.6% | $6,260+4.7% |