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 | $360,881 | $77,634+364.8% | $156,549+130.5% | $62,891+473.8% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 6.50% | 50.32%-43.8pp | 32.23%-25.7pp | 20.14%-13.6pp |
| Employer contribution / active EE | $11,640 | $3,444+238.0% | $5,501+111.6% | $2,281+410.3% |
| Participant deferral / active EE | $6,781 | $3,045+122.7% | $4,871+39.2% | $3,203+111.7% |
| Admin fee / account holder | $127,818 | $5,561+2198.4% | $13,027+881.2% | $4,296+2875.6% |