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 | $278,182 | $91,552+203.9% | $133,956+107.7% | $79,858+248.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 14.71% | 61.85%-47.1pp | 45.09%-30.4pp | 31.71%-17.0pp |
| Employer contribution / active EE | $9,932 | $2,384+316.7% | $3,919+153.5% | $2,471+302.0% |
| Participant deferral / active EE | $6,669 | $3,733+78.6% | $5,048+32.1% | $3,740+78.3% |
| Admin fee / account holder | $7,444 | $6,321+17.8% | $8,927-16.6% | $5,306+40.3% |