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 | $308,037 | $91,538+236.5% | $129,995+137.0% | $75,163+309.8% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 18.08% | -631.11%+649.2pp | -137.18%+155.3pp | 160.62%-142.5pp |
| Employer contribution / active EE | $6,200 | $2,845+117.9% | $4,320+43.5% | $2,670+132.2% |
| Participant deferral / active EE | $5,673 | $4,341+30.7% | $5,820-2.5% | $4,125+37.5% |
| Admin fee / account holder | $6,380 | $6,790-6.0% | $10,614-39.9% | $5,651+12.9% |