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 | $351,128 | $81,208+332.4% | $98,907+255.0% | $79,858+339.7% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 22.82% | 60.99%-38.2pp | 196.43%-173.6pp | 31.71%-8.9pp |
| Employer contribution / active EE | $4,872 | $1,960+148.6% | $2,689+81.2% | $2,471+97.2% |
| Participant deferral / active EE | $10,070 | $3,265+208.4% | $4,244+137.3% | $3,740+169.2% |
| Admin fee / account holder | $9,046 | $6,013+50.4% | $6,642+36.2% | $5,306+70.5% |