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 | $307,436 | $95,416+222.2% | $185,823+65.4% | $85,850+258.1% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 15.67% | 23.59%-7.9pp | 122.05%-106.4pp | 318.53%-302.9pp |
| Employer contribution / active EE | $10,209 | $3,314+208.1% | $5,167+97.6% | $2,565+298.0% |
| Participant deferral / active EE | $5,438 | $3,423+58.9% | $5,568-2.3% | $3,952+37.6% |
| Admin fee / account holder | $7,514 | $7,213+4.2% | $16,237-53.7% | $6,260+20.0% |