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 | $264,393 | $105,181+151.4% | $159,436+65.8% | $85,850+208.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 27.01% | 45.07%-18.1pp | 263.57%-236.6pp | 318.53%-291.5pp |
| Employer contribution / active EE | $7,159 | $3,318+115.8% | $4,829+48.2% | $2,565+179.1% |
| Participant deferral / active EE | $10,745 | $5,945+80.7% | $7,352+46.1% | $3,952+171.9% |
| Admin fee / account holder | $3,547 | $6,933-48.8% | $10,799-67.2% | $6,260-43.3% |