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 | $300,780 | $91,552+228.5% | $133,956+124.5% | $79,858+276.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 14.40% | 61.85%-47.4pp | 45.09%-30.7pp | 31.71%-17.3pp |
| Employer contribution / active EE | $6,166 | $2,384+158.7% | $3,919+57.4% | $2,471+149.6% |
| Participant deferral / active EE | $10,174 | $3,733+172.5% | $5,048+101.6% | $3,740+172.0% |
| Admin fee / account holder | $20,846 | $6,321+229.8% | $8,927+133.5% | $5,306+292.9% |