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 | $261,609 | $48,795+436.1% | $65,493+299.4% | $84,808+208.5% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 15.99% | 20.20%-4.2pp | 982.45%-966.5pp | 40.90%-24.9pp |
| Employer contribution / active EE | $9,671 | $1,930+401.2% | $2,574+275.7% | $2,631+267.6% |
| Participant deferral / active EE | $8,209 | $2,928+180.3% | $3,961+107.2% | $4,212+94.9% |
| Admin fee / account holder | $1,030 | $3,877-73.4% | $5,028-79.5% | $7,344-86.0% |