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 | $310,672 | $91,037+241.3% | $71,671+333.5% | $147,584+110.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 13.13% | 20.48%-7.3pp | 20.65%-7.5pp | 578.55%-565.4pp |
| Employer contribution / active EE | $5,169 | $3,327+55.4% | $2,460+110.2% | $4,876+6.0% |
| Participant deferral / active EE | $22,300 | $4,498+395.8% | $3,438+548.6% | $5,439+310.0% |
| Admin fee / account holder | $297,633 | $8,613+3355.8% | $5,558+5254.6% | $10,885+2634.3% |