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 | $281,502 | $98,750+185.1% | $149,696+88.0% | $79,858+252.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.37% | 27.43%-11.1pp | 276.60%-260.2pp | 31.71%-15.3pp |
| Employer contribution / active EE | $5,495 | $3,216+70.8% | $4,644+18.3% | $2,471+122.4% |
| Participant deferral / active EE | $6,529 | $5,680+14.9% | $6,842-4.6% | $3,740+74.6% |
| Admin fee / account holder | $12,678 | $6,053+109.5% | $9,309+36.2% | $5,306+138.9% |