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 | $250,695 | $95,416+162.7% | $185,823+34.9% | $85,850+192.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 16.95% | 23.59%-6.6pp | 122.05%-105.1pp | 318.53%-301.6pp |
| Employer contribution / active EE | $7,998 | $3,314+141.4% | $5,167+54.8% | $2,565+211.8% |
| Participant deferral / active EE | $7,059 | $3,423+106.2% | $5,568+26.8% | $3,952+78.6% |
| Admin fee / account holder | $7,899 | $7,213+9.5% | $16,237-51.4% | $6,260+26.2% |