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 | $450,639 | $77,634+480.5% | $156,549+187.9% | $62,891+616.5% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 11.69% | 50.32%-38.6pp | 32.23%-20.5pp | 20.14%-8.5pp |
| Employer contribution / active EE | $10,380 | $3,444+201.4% | $5,501+88.7% | $2,281+355.1% |
| Participant deferral / active EE | $6,419 | $3,045+110.8% | $4,871+31.8% | $3,203+100.4% |
| Admin fee / account holder | $10,231 | $5,561+84.0% | $13,027-21.5% | $4,296+138.2% |