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 | $284,358 | $65,365+335.0% | $92,893+206.1% | $72,985+289.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 22.47% | 42.10%-19.6pp | 109.41%-86.9pp | 81.00%-58.5pp |
| Employer contribution / active EE | $7,466 | $2,594+187.8% | $3,653+104.4% | $2,440+206.0% |
| Participant deferral / active EE | $10,896 | $3,128+248.3% | $4,236+157.2% | $3,607+202.0% |
| Admin fee / account holder | $12,347 | $4,251+190.4% | $5,794+113.1% | $5,124+141.0% |