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 | $401,904 | $105,181+282.1% | $159,436+152.1% | $85,850+368.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 16.63% | 45.07%-28.4pp | 263.57%-246.9pp | 318.53%-301.9pp |
| Employer contribution / active EE | $21,000 | $3,318+532.9% | $4,829+334.8% | $2,565+718.7% |
| Participant deferral / active EE | $4,976 | $5,945-16.3% | $7,352-32.3% | $3,952+25.9% |
| Admin fee / account holder | $6,314 | $6,933-8.9% | $10,799-41.5% | $6,260+0.9% |