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 | $261,665 | $81,248+222.1% | $155,509+68.3% | $80,856+223.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 15.17% | 33.31%-18.1pp | 64.67%-49.5pp | 35.59%-20.4pp |
| Employer contribution / active EE | $14,216 | $3,100+358.5% | $4,672+204.3% | $2,755+416.0% |
| Participant deferral / active EE | $12,234 | $3,452+254.4% | $5,626+117.4% | $4,296+184.8% |
| Admin fee / account holder | $48,232 | $7,997+503.1% | $15,912+203.1% | $6,918+597.2% |