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 | $357,723 | $152,460+134.6% | $118,746+201.3% | $147,584+142.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 13.42% | 17.41%-4.0pp | 24.54%-11.1pp | 578.55%-565.1pp |
| Employer contribution / active EE | $10,339 | $5,046+104.9% | $4,193+146.6% | $4,876+112.0% |
| Participant deferral / active EE | $11,110 | $6,212+78.8% | $5,332+108.3% | $5,439+104.3% |
| Admin fee / account holder | $3,370 | $16,953-80.1% | $10,720-68.6% | $10,885-69.0% |