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 | $445,487 | $105,181+323.5% | $159,436+179.4% | $85,850+418.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 19.97% | 45.07%-25.1pp | 263.57%-243.6pp | 318.53%-298.6pp |
| Employer contribution / active EE | $3,333 | $3,318+0.5% | $4,829-31.0% | $2,565+29.9% |
| Participant deferral / active EE | $10,155 | $5,945+70.8% | $7,352+38.1% | $3,952+157.0% |
| Admin fee / account holder | $22,792 | $6,933+228.7% | $10,799+111.1% | $6,260+264.1% |