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 | $363,675 | $64,839+460.9% | $95,585+280.5% | $84,808+328.8% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 14.60% | -670.96%+685.6pp | 38.56%-24.0pp | 40.90%-26.3pp |
| Employer contribution / active EE | $2,643 | $1,759+50.3% | $2,527+4.6% | $2,631+0.5% |
| Participant deferral / active EE | $6,703 | $2,965+126.1% | $4,023+66.6% | $4,212+59.1% |
| Admin fee / account holder | $10,217 | $5,964+71.3% | $6,127+66.8% | $7,344+39.1% |