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 | $251,403 | $70,428+257.0% | $96,562+160.4% | $85,850+192.8% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 15.97% | 18.59%-2.6pp | 37.78%-21.8pp | 318.53%-302.6pp |
| Employer contribution / active EE | $8,876 | $1,413+528.2% | $2,356+276.7% | $2,565+246.0% |
| Participant deferral / active EE | $7,930 | $2,894+174.0% | $3,849+106.0% | $3,952+100.7% |
| Admin fee / account holder | $9,533 | $4,997+90.8% | $6,181+54.2% | $6,260+52.3% |