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 | $345,890 | $98,750+250.3% | $149,696+131.1% | $79,858+333.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 25.48% | 27.43%-1.9pp | 276.60%-251.1pp | 31.71%-6.2pp |
| Employer contribution / active EE | $9,595 | $3,216+198.3% | $4,644+106.6% | $2,471+288.4% |
| Participant deferral / active EE | $11,872 | $5,680+109.0% | $6,842+73.5% | $3,740+217.4% |
| Admin fee / account holder | $2,025 | $6,053-66.5% | $9,309-78.2% | $5,306-61.8% |