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 | $250,006 | $80,717+209.7% | $154,803+61.5% | $84,808+194.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 17.56% | 37.96%-20.4pp | 58.88%-41.3pp | 40.90%-23.3pp |
| Employer contribution / active EE | $8,563 | $2,761+210.1% | $4,305+98.9% | $2,631+225.5% |
| Participant deferral / active EE | $7,800 | $3,303+136.1% | $5,540+40.8% | $4,212+85.2% |
| Admin fee / account holder | $2,233 | $6,746-66.9% | $14,329-84.4% | $7,344-69.6% |