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 | $535,779 | $91,190+487.5% | $178,490+200.2% | $79,858+570.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 23.23% | 24.19%-1.0pp | 151.07%-127.8pp | 31.71%-8.5pp |
| Employer contribution / active EE | $6,778 | $3,256+108.2% | $5,011+35.3% | $2,471+174.3% |
| Participant deferral / active EE | $8,129 | $3,236+151.2% | $5,202+56.3% | $3,740+117.3% |
| Admin fee / account holder | $4,966 | $6,751-26.4% | $13,984-64.5% | $5,306-6.4% |