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 | $291,565 | $102,382+184.8% | $147,005+98.3% | $80,874+260.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.18% | 134.89%-119.7pp | 418.76%-403.6pp | 35.62%-20.4pp |
| Employer contribution / active EE | $14,789 | $3,715+298.1% | $4,934+199.7% | $2,756+436.7% |
| Participant deferral / active EE | $14,527 | $6,646+118.6% | $8,070+80.0% | $4,297+238.1% |
| Admin fee / account holder | $55,959 | $7,942+604.6% | $13,006+330.2% | $6,935+706.9% |