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 | $284,776 | $91,552+211.1% | $133,956+112.6% | $79,858+256.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 15.34% | 61.85%-46.5pp | 45.09%-29.8pp | 31.71%-16.4pp |
| Employer contribution / active EE | $5,440 | $2,384+128.2% | $3,919+38.8% | $2,471+120.2% |
| Participant deferral / active EE | $10,600 | $3,733+183.9% | $5,048+110.0% | $3,740+183.4% |
| Admin fee / account holder | $20,377 | $6,321+222.4% | $8,927+128.3% | $5,306+284.0% |