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 | $302,596 | $52,279+478.8% | $89,391+238.5% | $79,858+278.9% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 18.20% | 22.16%-4.0pp | 245.62%-227.4pp | 31.71%-13.5pp |
| Employer contribution / active EE | $5,000 | $1,572+218.2% | $2,586+93.4% | $2,471+102.4% |
| Participant deferral / active EE | $4,038 | $2,740+47.4% | $3,890+3.8% | $3,740+8.0% |
| Admin fee / account holder | $6,999 | $3,356+108.5% | $4,881+43.4% | $5,306+31.9% |