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 | $348,503 | $77,899+347.4% | $149,673+132.8% | $75,163+363.7% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 31.07% | 31.72%-0.6pp | 134.42%-103.3pp | 160.62%-129.5pp |
| Employer contribution / active EE | $10,385 | $3,137+231.0% | $4,818+115.6% | $2,670+289.0% |
| Participant deferral / active EE | $7,666 | $3,411+124.7% | $5,680+35.0% | $4,125+85.8% |
| Admin fee / account holder | $2,567 | $5,956-56.9% | $13,210-80.6% | $5,651-54.6% |