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 | $271,925 | $64,839+319.4% | $95,585+184.5% | $84,808+220.6% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 14.39% | -670.96%+685.3pp | 38.56%-24.2pp | 40.90%-26.5pp |
| Employer contribution / active EE | $6,374 | $1,759+262.4% | $2,527+152.3% | $2,631+142.3% |
| Participant deferral / active EE | $8,834 | $2,965+198.0% | $4,023+119.6% | $4,212+109.7% |
| Admin fee / account holder | $6,921 | $5,964+16.0% | $6,127+12.9% | $7,344-5.8% |