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 | $303,998 | $55,706+445.7% | $75,886+300.6% | $72,985+316.5% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 21.49% | 27.59%-6.1pp | 30.76%-9.3pp | 81.00%-59.5pp |
| Employer contribution / active EE | $7,791 | $1,687+361.9% | $2,500+211.6% | $2,440+219.3% |
| Participant deferral / active EE | $7,387 | $2,634+180.5% | $3,603+105.0% | $3,607+104.8% |
| Admin fee / account holder | $30,020 | $3,978+654.6% | $5,418+454.0% | $5,124+485.8% |