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 | $325,950 | $106,749+205.3% | $145,433+124.1% | $82,448+295.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.06% | 27.59%-12.5pp | 66.58%-51.5pp | 41.64%-26.6pp |
| Employer contribution / active EE | $5,744 | $3,444+66.7% | $4,554+26.1% | $2,551+125.2% |
| Participant deferral / active EE | $14,956 | $6,519+129.4% | $7,897+89.4% | $4,139+261.3% |
| Admin fee / account holder | $52,635 | $8,390+527.4% | $13,129+300.9% | $7,234+627.6% |