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 | $271,232 | $81,248+233.8% | $155,509+74.4% | $80,856+235.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.60% | 33.31%-20.7pp | 64.67%-52.1pp | 35.59%-23.0pp |
| Employer contribution / active EE | $4,762 | $3,100+53.6% | $4,672+1.9% | $2,755+72.9% |
| Participant deferral / active EE | $6,856 | $3,452+98.6% | $5,626+21.9% | $4,296+59.6% |
| Admin fee / account holder | $790 | $7,997-90.1% | $15,912-95.0% | $6,918-88.6% |