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 | $396,978 | $115,882+242.6% | $100,516+294.9% | $158,922+149.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 18.24% | 34.79%-16.5pp | 30.89%-12.6pp | 302.83%-284.6pp |
| Employer contribution / active EE | $6,964 | $4,103+69.7% | $3,418+103.8% | $4,761+46.3% |
| Participant deferral / active EE | $17,333 | $6,674+159.7% | $6,270+176.5% | $5,982+189.8% |
| Admin fee / account holder | $50,515 | $10,995+359.4% | $8,081+525.1% | $11,246+349.2% |