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 | $259,415 | $91,190+184.5% | $178,490+45.3% | $79,858+224.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 15.82% | 24.19%-8.4pp | 151.07%-135.2pp | 31.71%-15.9pp |
| Employer contribution / active EE | $6,647 | $3,256+104.2% | $5,011+32.7% | $2,471+169.0% |
| Participant deferral / active EE | $5,213 | $3,236+61.1% | $5,202+0.2% | $3,740+39.4% |
| Admin fee / account holder | $56,975 | $6,751+743.9% | $13,984+307.4% | $5,306+973.7% |