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 | $283,966 | $95,416+197.6% | $185,823+52.8% | $85,850+230.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 17.35% | 23.59%-6.2pp | 122.05%-104.7pp | 318.53%-301.2pp |
| Employer contribution / active EE | $10,525 | $3,314+217.6% | $5,167+103.7% | $2,565+310.3% |
| Participant deferral / active EE | $8,115 | $3,423+137.1% | $5,568+45.8% | $3,952+105.4% |
| Admin fee / account holder | $26,647 | $7,213+269.4% | $16,237+64.1% | $6,260+325.7% |