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 | $271,629 | $91,538+196.7% | $129,995+109.0% | $75,163+261.4% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 19.78% | -631.11%+650.9pp | -137.18%+157.0pp | 160.62%-140.8pp |
| Employer contribution / active EE | $4,569 | $2,845+60.6% | $4,320+5.8% | $2,670+71.2% |
| Participant deferral / active EE | $8,887 | $4,341+104.7% | $5,820+52.7% | $4,125+115.4% |
| Admin fee / account holder | $17,037 | $6,790+150.9% | $10,614+60.5% | $5,651+201.5% |