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 | $297,278 | $91,552+224.7% | $133,956+121.9% | $79,858+272.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 15.14% | 61.85%-46.7pp | 45.09%-30.0pp | 31.71%-16.6pp |
| Employer contribution / active EE | $7,315 | $2,384+206.9% | $3,919+86.7% | $2,471+196.0% |
| Participant deferral / active EE | $8,927 | $3,733+139.1% | $5,048+76.8% | $3,740+138.7% |
| Admin fee / account holder | $64,922 | $6,321+927.1% | $8,927+627.2% | $5,306+1123.5% |