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 | $326,965 | $91,190+258.6% | $178,490+83.2% | $79,858+309.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 20.56% | 24.19%-3.6pp | 151.07%-130.5pp | 31.71%-11.2pp |
| Employer contribution / active EE | $8,886 | $3,256+172.9% | $5,011+77.3% | $2,471+259.6% |
| Participant deferral / active EE | $5,868 | $3,236+81.3% | $5,202+12.8% | $3,740+56.9% |
| Admin fee / account holder | $2,872 | $6,751-57.5% | $13,984-79.5% | $5,306-45.9% |