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 | $275,148 | $91,538+200.6% | $129,995+111.7% | $75,163+266.1% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 15.66% | -631.11%+646.8pp | -137.18%+152.8pp | 160.62%-145.0pp |
| Employer contribution / active EE | $5,933 | $2,845+108.5% | $4,320+37.3% | $2,670+122.2% |
| Participant deferral / active EE | $5,400 | $4,341+24.4% | $5,820-7.2% | $4,125+30.9% |
| Admin fee / account holder | $12,893 | $6,790+89.9% | $10,614+21.5% | $5,651+128.2% |