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 | $262,366 | $48,046+446.1% | $84,611+210.1% | $72,985+259.5% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 21.03% | 37.38%-16.4pp | 258.74%-237.7pp | 81.00%-60.0pp |
| Employer contribution / active EE | $8,000 | $1,602+399.4% | $2,652+201.6% | $2,440+227.9% |
| Participant deferral / active EE | $4,635 | $2,680+72.9% | $3,899+18.9% | $3,607+28.5% |
| Admin fee / account holder | $11,809 | $3,395+247.9% | $4,912+140.4% | $5,124+130.4% |