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 | $341,750 | $98,750+246.1% | $149,696+128.3% | $79,858+327.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.02% | 27.43%-11.4pp | 276.60%-260.6pp | 31.71%-15.7pp |
| Employer contribution / active EE | $9,799 | $3,216+204.7% | $4,644+111.0% | $2,471+296.6% |
| Participant deferral / active EE | $6,355 | $5,680+11.9% | $6,842-7.1% | $3,740+69.9% |
| Admin fee / account holder | $3,081 | $6,053-49.1% | $9,309-66.9% | $5,306-41.9% |