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 | $278,064 | $95,416+191.4% | $185,823+49.6% | $85,850+223.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 17.75% | 23.59%-5.8pp | 122.05%-104.3pp | 318.53%-300.8pp |
| Employer contribution / active EE | $6,543 | $3,314+97.5% | $5,167+26.6% | $2,565+155.1% |
| Participant deferral / active EE | $6,573 | $3,423+92.0% | $5,568+18.1% | $3,952+66.3% |
| Admin fee / account holder | $5,007 | $7,213-30.6% | $16,237-69.2% | $6,260-20.0% |