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 | $412,425 | $76,000+442.7% | $154,107+167.6% | $64,186+542.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 9.87% | 30.32%-20.5pp | 735.12%-725.3pp | 7.63%+2.2pp |
| Employer contribution / active EE | $8,516 | $3,351+154.2% | $5,298+60.8% | $2,381+257.7% |
| Participant deferral / active EE | $8,351 | $3,175+163.0% | $5,081+64.4% | $3,470+140.7% |
| Admin fee / account holder | $11,271 | $5,596+101.4% | $13,411-16.0% | $4,888+130.6% |