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 5-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 | $371,654 | $117,983+215.0% | $101,794+265.1% | $142,382+161.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 20.16% | 36.92%-16.8pp | 30.53%-10.4pp | 217.08%-196.9pp |
| Employer contribution / active EE | $5,605 | $2,773+102.1% | $2,289+144.9% | $4,299+30.4% |
| Participant deferral / active EE | $23,000 | $4,714+387.9% | $4,084+463.2% | $6,507+253.5% |
| Admin fee / account holder | $4,657 | $10,433-55.4% | $8,777-46.9% | $12,624-63.1% |