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 | $393,478 | $91,190+331.5% | $178,490+120.4% | $79,858+392.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 18.27% | 24.19%-5.9pp | 151.07%-132.8pp | 31.71%-13.4pp |
| Employer contribution / active EE | $6,997 | $3,256+114.9% | $5,011+39.6% | $2,471+183.2% |
| Participant deferral / active EE | $4,037 | $3,236+24.7% | $5,202-22.4% | $3,740+7.9% |
| Admin fee / account holder | $2,905 | $6,751-57.0% | $13,984-79.2% | $5,306-45.3% |