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 | $257,884 | $77,813+231.4% | $123,544+108.7% | $64,186+301.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 10.27% | 12.48%-2.2pp | 119.20%-108.9pp | 7.63%+2.6pp |
| Employer contribution / active EE | $25,015 | $3,014+730.0% | $4,628+440.5% | $2,381+950.7% |
| Participant deferral / active EE | $4,875 | $5,240-7.0% | $6,426-24.1% | $3,470+40.5% |
| Admin fee / account holder | $79,724 | $5,519+1344.6% | $9,284+758.7% | $4,888+1531.0% |