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 | $268,394 | $81,248+230.3% | $155,509+72.6% | $80,856+231.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.06% | 33.31%-21.2pp | 64.67%-52.6pp | 35.59%-23.5pp |
| Employer contribution / active EE | $14,122 | $3,100+355.5% | $4,672+202.2% | $2,755+412.6% |
| Participant deferral / active EE | $6,359 | $3,452+84.2% | $5,626+13.0% | $4,296+48.0% |
| Admin fee / account holder | $46,991 | $7,997+487.6% | $15,912+195.3% | $6,918+579.3% |