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 | $291,615 | $91,552+218.5% | $133,956+117.7% | $79,858+265.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 12.38% | 61.85%-49.5pp | 45.09%-32.7pp | 31.71%-19.3pp |
| Employer contribution / active EE | $5,436 | $2,384+128.1% | $3,919+38.7% | $2,471+120.0% |
| Participant deferral / active EE | $6,249 | $3,733+67.4% | $5,048+23.8% | $3,740+67.1% |
| Admin fee / account holder | $1,894 | $6,321-70.0% | $8,927-78.8% | $5,306-64.3% |