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 | $309,242 | $95,416+224.1% | $185,823+66.4% | $85,850+260.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 14.87% | 23.59%-8.7pp | 122.05%-107.2pp | 318.53%-303.7pp |
| Employer contribution / active EE | $24,384 | $3,314+635.9% | $5,167+371.9% | $2,565+850.6% |
| Participant deferral / active EE | $9,197 | $3,423+168.6% | $5,568+65.2% | $3,952+132.7% |
| Admin fee / account holder | $31,156 | $7,213+332.0% | $16,237+91.9% | $6,260+397.7% |