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 | $499,345 | $77,899+541.0% | $149,673+233.6% | $75,163+564.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 19.50% | 31.72%-12.2pp | 134.42%-114.9pp | 160.62%-141.1pp |
| Employer contribution / active EE | $7,117 | $3,137+126.8% | $4,818+47.7% | $2,670+166.6% |
| Participant deferral / active EE | $6,126 | $3,411+79.6% | $5,680+7.9% | $4,125+48.5% |
| Admin fee / account holder | $55,381 | $5,956+829.8% | $13,210+319.2% | $5,651+880.0% |