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 | $252,868 | $77,899+224.6% | $149,673+68.9% | $75,163+236.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 18.38% | 31.72%-13.3pp | 134.42%-116.0pp | 160.62%-142.2pp |
| Employer contribution / active EE | $8,826 | $3,137+181.3% | $4,818+83.2% | $2,670+230.6% |
| Participant deferral / active EE | $6,238 | $3,411+82.9% | $5,680+9.8% | $4,125+51.2% |
| Admin fee / account holder | $8,188 | $5,956+37.5% | $13,210-38.0% | $5,651+44.9% |