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 | $666,581 | $77,899+755.7% | $149,673+345.4% | $75,163+786.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 20.57% | 31.72%-11.2pp | 134.42%-113.9pp | 160.62%-140.1pp |
| Employer contribution / active EE | $6,282 | $3,137+100.2% | $4,818+30.4% | $2,670+135.3% |
| Participant deferral / active EE | $23,999 | $3,411+603.6% | $5,680+322.5% | $4,125+481.8% |
| Admin fee / account holder | $927 | $5,956-84.4% | $13,210-93.0% | $5,651-83.6% |