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 | $384,519 | $137,414+179.8% | $189,513+102.9% | $85,850+347.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 14.63% | 38.14%-23.5pp | 555.15%-540.5pp | 318.53%-303.9pp |
| Employer contribution / active EE | $6,226 | $4,344+43.3% | $6,162+1.1% | $2,565+142.7% |
| Participant deferral / active EE | $6,440 | $6,260+2.9% | $8,221-21.7% | $3,952+63.0% |
| Admin fee / account holder | $15,518 | $8,630+79.8% | $12,045+28.8% | $6,260+147.9% |