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 | $364,087 | $77,634+369.0% | $156,549+132.6% | $62,891+478.9% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 6.66% | 50.32%-43.7pp | 32.23%-25.6pp | 20.14%-13.5pp |
| Employer contribution / active EE | $16,218 | $3,444+370.9% | $5,501+194.8% | $2,281+611.0% |
| Participant deferral / active EE | $17,448 | $3,045+472.9% | $4,871+258.2% | $3,203+444.8% |
| Admin fee / account holder | $25,132 | $5,561+351.9% | $13,027+92.9% | $4,296+485.1% |