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 | $332,808 | $91,190+265.0% | $178,490+86.5% | $79,858+316.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 11.86% | 24.19%-12.3pp | 151.07%-139.2pp | 31.71%-19.9pp |
| Employer contribution / active EE | $12,055 | $3,256+270.3% | $5,011+140.6% | $2,471+387.9% |
| Participant deferral / active EE | $10,589 | $3,236+227.2% | $5,202+103.6% | $3,740+183.1% |
| Admin fee / account holder | $8,821 | $6,751+30.7% | $13,984-36.9% | $5,306+66.2% |