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 | $346,645 | $91,190+280.1% | $178,490+94.2% | $79,858+334.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 14.62% | 24.19%-9.6pp | 151.07%-136.5pp | 31.71%-17.1pp |
| Employer contribution / active EE | $13,085 | $3,256+301.9% | $5,011+161.2% | $2,471+429.6% |
| Participant deferral / active EE | $5,434 | $3,236+67.9% | $5,202+4.5% | $3,740+45.3% |
| Admin fee / account holder | $7,159 | $6,751+6.1% | $13,984-48.8% | $5,306+34.9% |