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 | $371,704 | $105,181+253.4% | $159,436+133.1% | $85,850+333.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 15.10% | 45.07%-30.0pp | 263.57%-248.5pp | 318.53%-303.4pp |
| Employer contribution / active EE | $7,633 | $3,318+130.0% | $4,829+58.0% | $2,565+197.6% |
| Participant deferral / active EE | $6,453 | $5,945+8.5% | $7,352-12.2% | $3,952+63.3% |
| Admin fee / account holder | $6,633 | $6,933-4.3% | $10,799-38.6% | $6,260+6.0% |