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 | $251,942 | $98,750+155.1% | $149,696+68.3% | $79,858+215.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 12.55% | 27.43%-14.9pp | 276.60%-264.0pp | 31.71%-19.2pp |
| Employer contribution / active EE | $7,496 | $3,216+133.1% | $4,644+61.4% | $2,471+203.4% |
| Participant deferral / active EE | $6,338 | $5,680+11.6% | $6,842-7.4% | $3,740+69.5% |
| Admin fee / account holder | $17,487 | $6,053+188.9% | $9,309+87.9% | $5,306+229.6% |