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 | $449,551 | $77,634+479.1% | $156,549+187.2% | $62,891+614.8% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 4.73% | 50.32%-45.6pp | 32.23%-27.5pp | 20.14%-15.4pp |
| Employer contribution / active EE | $8,805 | $3,444+155.7% | $5,501+60.1% | $2,281+286.0% |
| Participant deferral / active EE | $4,666 | $3,045+53.2% | $4,871-4.2% | $3,203+45.7% |
| Admin fee / account holder | $25,440 | $5,561+357.5% | $13,027+95.3% | $4,296+492.2% |