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 | $403,747 | $105,181+283.9% | $159,436+153.2% | $85,850+370.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 14.83% | 45.07%-30.2pp | 263.57%-248.7pp | 318.53%-303.7pp |
| Employer contribution / active EE | $7,807 | $3,318+135.3% | $4,829+61.6% | $2,565+204.3% |
| Participant deferral / active EE | $11,539 | $5,945+94.1% | $7,352+56.9% | $3,952+192.0% |
| Admin fee / account holder | $5,399 | $6,933-22.1% | $10,799-50.0% | $6,260-13.8% |