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 | $347,188 | $82,882+318.9% | $127,761+171.7% | $72,985+375.7% |
| Participation rate | 100.0% | 71.5%+28.5pp | 79.0%+21.0pp | 69.5%+30.5pp |
| Annual return | 19.07% | 32.20%-13.1pp | 26.14%-7.1pp | 81.00%-61.9pp |
| Employer contribution / active EE | $11,395 | $3,346+240.5% | $4,574+149.1% | $2,440+367.0% |
| Participant deferral / active EE | $10,050 | $4,791+109.8% | $6,021+66.9% | $3,607+178.6% |
| Admin fee / account holder | $19,968 | $6,487+207.8% | $9,395+112.5% | $5,124+289.7% |