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 | $411,310 | $91,190+351.0% | $178,490+130.4% | $79,858+415.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 19.66% | 24.19%-4.5pp | 151.07%-131.4pp | 31.71%-12.1pp |
| Employer contribution / active EE | $10,376 | $3,256+218.7% | $5,011+107.1% | $2,471+319.9% |
| Participant deferral / active EE | $8,281 | $3,236+155.9% | $5,202+59.2% | $3,740+121.4% |
| Admin fee / account holder | $33,461 | $6,751+395.6% | $13,984+139.3% | $5,306+530.6% |