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 5-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 | $275,192 | $88,672+210.3% | $105,223+161.5% | $82,448+233.8% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 15.75% | 30.86%-15.1pp | 180.65%-164.9pp | 41.64%-25.9pp |
| Employer contribution / active EE | $9,820 | $3,048+222.2% | $3,689+166.2% | $2,551+284.9% |
| Participant deferral / active EE | $6,643 | $4,036+64.6% | $5,072+31.0% | $4,139+60.5% |
| Admin fee / account holder | $15,024 | $7,146+110.2% | $8,859+69.6% | $7,234+107.7% |