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 | $442,196 | $157,256+181.2% | $141,162+213.3% | $152,861+189.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.22% | 64.32%-41.1pp | 71.39%-48.2pp | 345.32%-322.1pp |
| Employer contribution / active EE | $7,010 | $5,261+33.2% | $4,735+48.0% | $4,762+47.2% |
| Participant deferral / active EE | $10,384 | $7,109+46.1% | $6,709+54.8% | $5,850+77.5% |
| Admin fee / account holder | $50,685 | $12,120+318.2% | $10,261+393.9% | $11,596+337.1% |