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 | $288,293 | $77,634+271.3% | $156,549+84.2% | $62,891+358.4% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 9.64% | 50.32%-40.7pp | 32.23%-22.6pp | 20.14%-10.5pp |
| Employer contribution / active EE | $30,167 | $3,444+776.0% | $5,501+448.4% | $2,281+1222.6% |
| Participant deferral / active EE | $18,780 | $3,045+516.7% | $4,871+285.5% | $3,203+486.3% |
| Admin fee / account holder | $3,335 | $5,561-40.0% | $13,027-74.4% | $4,296-22.4% |