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 | $316,651 | $85,202+271.6% | $172,739+83.3% | $72,985+333.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 22.27% | 27.32%-5.1pp | 802.84%-780.6pp | 81.00%-58.7pp |
| Employer contribution / active EE | $5,581 | $3,324+67.9% | $5,143+8.5% | $2,440+128.7% |
| Participant deferral / active EE | $7,273 | $3,260+123.1% | $5,198+39.9% | $3,607+101.6% |
| Admin fee / account holder | $17,271 | $5,884+193.5% | $13,954+23.8% | $5,124+237.0% |