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 | $296,045 | $77,899+280.0% | $149,673+97.8% | $75,163+293.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 13.76% | 31.72%-18.0pp | 134.42%-120.7pp | 160.62%-146.9pp |
| Employer contribution / active EE | $14,939 | $3,137+376.2% | $4,818+210.1% | $2,670+459.6% |
| Participant deferral / active EE | $9,413 | $3,411+176.0% | $5,680+65.7% | $4,125+128.2% |
| Admin fee / account holder | $143,305 | $5,956+2305.9% | $13,210+984.8% | $5,651+2436.0% |