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 | $314,818 | $95,416+229.9% | $185,823+69.4% | $85,850+266.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 33.32% | 23.59%+9.7pp | 122.05%-88.7pp | 318.53%-285.2pp |
| Employer contribution / active EE | $12,556 | $3,314+278.9% | $5,167+143.0% | $2,565+389.5% |
| Participant deferral / active EE | $8,808 | $3,423+157.3% | $5,568+58.2% | $3,952+122.9% |
| Admin fee / account holder | $2,136 | $7,213-70.4% | $16,237-86.8% | $6,260-65.9% |