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 | $275,508 | $84,233+227.1% | $170,442+61.6% | $70,131+292.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.79% | 23.06%-9.3pp | 205.93%-192.1pp | 73.14%-59.4pp |
| Employer contribution / active EE | $9,623 | $3,387+184.1% | $5,433+77.1% | $2,342+310.8% |
| Participant deferral / active EE | $4,947 | $3,086+60.3% | $4,939+0.2% | $3,332+48.5% |
| Admin fee / account holder | $4,068 | $5,698-28.6% | $13,880-70.7% | $4,645-12.4% |