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 | $283,368 | $99,918+183.6% | $81,382+248.2% | $145,922+94.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 11.22% | 34.32%-23.1pp | 24.73%-13.5pp | 561.29%-550.1pp |
| Employer contribution / active EE | $8,552 | $2,978+187.2% | $2,463+247.2% | $4,660+83.5% |
| Participant deferral / active EE | $9,273 | $4,605+101.4% | $3,883+138.8% | $6,688+38.7% |
| Admin fee / account holder | $5,233 | $8,212-36.3% | $5,768-9.3% | $13,397-60.9% |