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 | $303,025 | $91,552+231.0% | $133,956+126.2% | $79,858+279.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 15.56% | 61.85%-46.3pp | 45.09%-29.5pp | 31.71%-16.2pp |
| Employer contribution / active EE | $7,656 | $2,384+221.2% | $3,919+95.4% | $2,471+209.9% |
| Participant deferral / active EE | $7,048 | $3,733+88.8% | $5,048+39.6% | $3,740+88.4% |
| Admin fee / account holder | $7,008 | $6,321+10.9% | $8,927-21.5% | $5,306+32.1% |