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 | $373,435 | $77,634+381.0% | $156,549+138.5% | $62,891+493.8% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 9.22% | 50.32%-41.1pp | 32.23%-23.0pp | 20.14%-10.9pp |
| Employer contribution / active EE | $12,012 | $3,444+248.8% | $5,501+118.4% | $2,281+426.7% |
| Participant deferral / active EE | $6,908 | $3,045+126.8% | $4,871+41.8% | $3,203+115.7% |
| Admin fee / account holder | $3,189 | $5,561-42.7% | $13,027-75.5% | $4,296-25.8% |