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 | $326,755 | $77,634+320.9% | $156,549+108.7% | $62,891+419.6% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 5.34% | 50.32%-45.0pp | 32.23%-26.9pp | 20.14%-14.8pp |
| Employer contribution / active EE | $16,067 | $3,444+366.6% | $5,501+192.1% | $2,281+604.4% |
| Participant deferral / active EE | $11,884 | $3,045+290.2% | $4,871+144.0% | $3,203+271.0% |
| Admin fee / account holder | $1,073 | $5,561-80.7% | $13,027-91.8% | $4,296-75.0% |