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 | $379,830 | $87,037+336.4% | $106,201+257.7% | $80,874+369.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 12.49% | 17.05%-4.6pp | 116.26%-103.8pp | 35.62%-23.1pp |
| Employer contribution / active EE | $21,817 | $2,396+810.5% | $3,170+588.3% | $2,756+691.7% |
| Participant deferral / active EE | $6,906 | $3,986+73.2% | $5,012+37.8% | $4,297+60.7% |
| Admin fee / account holder | $40,868 | $8,434+384.6% | $11,039+270.2% | $6,935+489.3% |