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 | $350,050 | $91,190+283.9% | $178,490+96.1% | $79,858+338.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 14.04% | 24.19%-10.2pp | 151.07%-137.0pp | 31.71%-17.7pp |
| Employer contribution / active EE | $11,673 | $3,256+258.5% | $5,011+133.0% | $2,471+372.4% |
| Participant deferral / active EE | $7,802 | $3,236+141.1% | $5,202+50.0% | $3,740+108.6% |
| Admin fee / account holder | $5,443 | $6,751-19.4% | $13,984-61.1% | $5,306+2.6% |