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 | $418,788 | $99,985+318.8% | $146,665+185.5% | $85,850+387.8% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 50.12% | 18.93%+31.2pp | 22.74%+27.4pp | 318.53%-268.4pp |
| Employer contribution / active EE | $4,464 | $2,559+74.5% | $4,136+7.9% | $2,565+74.0% |
| Participant deferral / active EE | $6,819 | $4,006+70.2% | $5,506+23.8% | $3,952+72.6% |
| Admin fee / account holder | $205,379 | $7,702+2566.5% | $10,280+1897.9% | $6,260+3180.9% |