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 | $470,297 | $171,164+174.8% | $127,761+268.1% | $152,861+207.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.0%+21.0pp | 82.4%+17.6pp |
| Annual return | 20.09% | 23.54%-3.4pp | 26.14%-6.1pp | 345.32%-325.2pp |
| Employer contribution / active EE | $8,437 | $5,447+54.9% | $4,574+84.5% | $4,762+77.2% |
| Participant deferral / active EE | $7,760 | $7,038+10.3% | $6,021+28.9% | $5,850+32.7% |
| Admin fee / account holder | $36,226 | $14,530+149.3% | $9,395+285.6% | $11,596+212.4% |