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 | $577,276 | $91,552+530.5% | $133,956+330.9% | $79,858+622.9% |
| Participation rate | 88.5% | 73.3%+15.1pp | 79.8%+8.6pp | 69.6%+18.8pp |
| Annual return | 10.58% | 61.85%-51.3pp | 45.09%-34.5pp | 31.71%-21.1pp |
| Employer contribution / active EE | $7,335 | $2,384+207.7% | $3,919+87.2% | $2,471+196.9% |
| Participant deferral / active EE | $6,930 | $3,733+85.6% | $5,048+37.3% | $3,740+85.3% |
| Admin fee / account holder | $80,997 | $6,321+1181.4% | $8,927+807.3% | $5,306+1426.4% |