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 | $295,051 | $49,922+491.0% | $80,569+266.2% | $75,163+292.5% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 22.56% | 34.69%-12.1pp | 935.43%-912.9pp | 160.62%-138.1pp |
| Employer contribution / active EE | $14,333 | $1,698+744.0% | $2,723+426.3% | $2,670+436.9% |
| Participant deferral / active EE | $6,777 | $2,990+126.6% | $4,447+52.4% | $4,125+64.3% |
| Admin fee / account holder | $15,585 | $3,577+335.7% | $5,377+189.8% | $5,651+175.8% |