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 | $314,220 | $64,324+388.5% | $118,925+164.2% | $79,858+293.5% |
| Participation rate | 100.0% | 64.9%+35.1pp | 75.4%+24.6pp | 69.6%+30.4pp |
| Annual return | 12.22% | 86.45%-74.2pp | 35.88%-23.7pp | 31.71%-19.5pp |
| Employer contribution / active EE | $6,269 | $1,836+241.4% | $3,263+92.2% | $2,471+153.7% |
| Participant deferral / active EE | $9,992 | $2,824+253.9% | $4,265+134.3% | $3,740+167.2% |
| Admin fee / account holder | $8,550 | $4,040+111.6% | $6,581+29.9% | $5,306+61.1% |