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 | $363,064 | $65,365+455.4% | $92,893+290.8% | $72,985+397.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 21.85% | 42.10%-20.3pp | 109.41%-87.6pp | 81.00%-59.2pp |
| Employer contribution / active EE | $7,187 | $2,594+177.1% | $3,653+96.8% | $2,440+194.6% |
| Participant deferral / active EE | $4,345 | $3,128+38.9% | $4,236+2.6% | $3,607+20.4% |
| Admin fee / account holder | $12,536 | $4,251+194.9% | $5,794+116.4% | $5,124+144.6% |