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 | $325,499 | $95,416+241.1% | $185,823+75.2% | $85,850+279.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 18.04% | 23.59%-5.5pp | 122.05%-104.0pp | 318.53%-300.5pp |
| Employer contribution / active EE | $8,464 | $3,314+155.4% | $5,167+63.8% | $2,565+230.0% |
| Participant deferral / active EE | $8,583 | $3,423+150.7% | $5,568+54.2% | $3,952+117.2% |
| Admin fee / account holder | $6,496 | $7,213-9.9% | $16,237-60.0% | $6,260+3.8% |