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 | $262,982 | $58,694+348.1% | $142,863+84.1% | $85,850+206.3% |
| Participation rate | 100.0% | 58.5%+41.5pp | 71.9%+28.1pp | 69.3%+30.7pp |
| Annual return | 23.02% | 27.72%-4.7pp | 5637.54%-5614.5pp | 318.53%-295.5pp |
| Employer contribution / active EE | $3,194 | $1,423+124.5% | $4,144-22.9% | $2,565+24.5% |
| Participant deferral / active EE | $10,038 | $2,607+285.0% | $3,837+161.6% | $3,952+154.0% |
| Admin fee / account holder | $13,122 | $4,239+209.5% | $6,560+100.0% | $6,260+109.6% |