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 | $371,018 | $81,233+356.7% | $155,567+138.5% | $80,874+358.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 13.59% | 33.33%-19.7pp | 64.74%-51.1pp | 35.62%-22.0pp |
| Employer contribution / active EE | $28,520 | $3,101+819.8% | $4,674+510.2% | $2,756+935.0% |
| Participant deferral / active EE | $20,607 | $3,452+496.9% | $5,628+266.2% | $4,297+379.6% |
| Admin fee / account holder | $49,708 | $7,998+521.5% | $15,916+212.3% | $6,935+616.7% |