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 | $321,225 | $54,705+487.2% | $71,209+351.1% | $84,808+278.8% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 18.62% | 35.90%-17.3pp | 282.51%-263.9pp | 40.90%-22.3pp |
| Employer contribution / active EE | $14,711 | $2,158+581.7% | $2,721+440.7% | $2,631+459.2% |
| Participant deferral / active EE | $15,760 | $3,030+420.1% | $4,175+277.5% | $4,212+274.2% |
| Admin fee / account holder | $3,200 | $4,863-34.2% | $5,349-40.2% | $7,344-56.4% |