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 | $408,918 | $91,190+348.4% | $178,490+129.1% | $79,858+412.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 11.38% | 24.19%-12.8pp | 151.07%-139.7pp | 31.71%-20.3pp |
| Employer contribution / active EE | $11,723 | $3,256+260.1% | $5,011+134.0% | $2,471+374.4% |
| Participant deferral / active EE | $7,232 | $3,236+123.5% | $5,202+39.0% | $3,740+93.4% |
| Admin fee / account holder | $11,169 | $6,751+65.4% | $13,984-20.1% | $5,306+110.5% |