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 | $289,314 | $98,750+193.0% | $149,696+93.3% | $79,858+262.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 13.02% | 27.43%-14.4pp | 276.60%-263.6pp | 31.71%-18.7pp |
| Employer contribution / active EE | $4,480 | $3,216+39.3% | $4,644-3.5% | $2,471+81.3% |
| Participant deferral / active EE | $10,037 | $5,680+76.7% | $6,842+46.7% | $3,740+168.4% |
| Admin fee / account holder | $28,830 | $6,053+376.3% | $9,309+209.7% | $5,306+443.3% |