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 | $455,804 | $102,616+344.2% | $81,983+456.0% | $158,922+186.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 13.91% | 61.04%-47.1pp | 41.31%-27.4pp | 302.83%-288.9pp |
| Employer contribution / active EE | $6,145 | $3,240+89.6% | $2,498+146.0% | $4,761+29.1% |
| Participant deferral / active EE | $15,599 | $4,648+235.6% | $3,722+319.1% | $5,982+160.8% |
| Admin fee / account holder | $2,018 | $8,235-75.5% | $5,664-64.4% | $11,246-82.1% |