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 | $349,646 | $91,190+283.4% | $178,490+95.9% | $79,858+337.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 13.41% | 24.19%-10.8pp | 151.07%-137.7pp | 31.71%-18.3pp |
| Employer contribution / active EE | $12,798 | $3,256+293.1% | $5,011+155.4% | $2,471+418.0% |
| Participant deferral / active EE | $7,298 | $3,236+125.5% | $5,202+40.3% | $3,740+95.1% |
| Admin fee / account holder | $11,994 | $6,751+77.7% | $13,984-14.2% | $5,306+126.0% |