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 | $270,068 | $68,346+295.2% | $94,646+185.3% | $75,163+259.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 23.00% | 616.93%-593.9pp | 156.71%-133.7pp | 160.62%-137.6pp |
| Employer contribution / active EE | $2,182 | $2,701-19.2% | $3,672-40.6% | $2,670-18.3% |
| Participant deferral / active EE | $7,121 | $6,537+8.9% | $7,418-4.0% | $4,125+72.6% |
| Admin fee / account holder | $8,226 | $5,326+54.4% | $7,231+13.8% | $5,651+45.6% |