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 | $271,846 | $77,634+250.2% | $156,549+73.6% | $62,891+332.2% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 4.91% | 50.32%-45.4pp | 32.23%-27.3pp | 20.14%-15.2pp |
| Employer contribution / active EE | $13,701 | $3,444+297.9% | $5,501+149.0% | $2,281+500.7% |
| Participant deferral / active EE | $10,337 | $3,045+239.4% | $4,871+112.2% | $3,203+222.7% |
| Admin fee / account holder | $24,458 | $5,561+339.8% | $13,027+87.7% | $4,296+469.4% |