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 | $256,099 | $91,552+179.7% | $133,956+91.2% | $79,858+220.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 12.79% | 61.85%-49.1pp | 45.09%-32.3pp | 31.71%-18.9pp |
| Employer contribution / active EE | $8,557 | $2,384+259.0% | $3,919+118.4% | $2,471+246.3% |
| Participant deferral / active EE | $8,332 | $3,733+123.2% | $5,048+65.1% | $3,740+122.8% |
| Admin fee / account holder | $22,515 | $6,321+256.2% | $8,927+152.2% | $5,306+324.3% |