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 | $325,426 | $79,944+307.1% | $98,439+230.6% | $75,163+333.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 13.29% | 19.75%-6.5pp | 21.16%-7.9pp | 160.62%-147.3pp |
| Employer contribution / active EE | $8,308 | $2,264+267.0% | $3,048+172.6% | $2,670+211.2% |
| Participant deferral / active EE | $12,445 | $3,752+231.7% | $4,738+162.7% | $4,125+201.7% |
| Admin fee / account holder | $11,943 | $6,840+74.6% | $8,948+33.5% | $5,651+111.3% |