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 | $356,606 | $105,181+239.0% | $159,436+123.7% | $85,850+315.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 15.57% | 45.07%-29.5pp | 263.57%-248.0pp | 318.53%-303.0pp |
| Employer contribution / active EE | $5,633 | $3,318+69.8% | $4,829+16.6% | $2,565+119.6% |
| Participant deferral / active EE | $10,221 | $5,945+71.9% | $7,352+39.0% | $3,952+158.7% |
| Admin fee / account holder | $14,298 | $6,933+106.2% | $10,799+32.4% | $6,260+128.4% |