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 | $304,231 | $89,753+239.0% | $107,525+182.9% | $84,808+258.7% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 15.16% | 29.48%-14.3pp | 181.32%-166.2pp | 40.90%-25.7pp |
| Employer contribution / active EE | $3,079 | $3,113-1.1% | $3,754-18.0% | $2,631+17.0% |
| Participant deferral / active EE | $6,228 | $4,056+53.6% | $5,116+21.8% | $4,212+47.9% |
| Admin fee / account holder | $17,416 | $7,222+141.1% | $8,919+95.3% | $7,344+137.2% |