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 | $256,316 | $57,541+345.4% | $95,745+167.7% | $75,163+241.0% |
| Participation rate | 100.0% | 62.5%+37.5pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 16.51% | 34.93%-18.4pp | 28.35%-11.8pp | 160.62%-144.1pp |
| Employer contribution / active EE | $10,112 | $1,808+459.4% | $2,835+256.8% | $2,670+278.8% |
| Participant deferral / active EE | $2,958 | $3,074-3.8% | $4,245-30.3% | $4,125-28.3% |
| Admin fee / account holder | $2,547 | $4,099-37.9% | $5,678-55.1% | $5,651-54.9% |