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 | $347,903 | $77,899+346.6% | $149,673+132.4% | $75,163+362.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 19.13% | 31.72%-12.6pp | 134.42%-115.3pp | 160.62%-141.5pp |
| Employer contribution / active EE | $6,791 | $3,137+116.4% | $4,818+41.0% | $2,670+154.3% |
| Participant deferral / active EE | $8,368 | $3,411+145.3% | $5,680+47.3% | $4,125+102.9% |
| Admin fee / account holder | $7,060 | $5,956+18.5% | $13,210-46.6% | $5,651+24.9% |