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 | $321,803 | $46,553+591.3% | $64,056+402.4% | $75,163+328.1% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 15.60% | 26.03%-10.4pp | 33.69%-18.1pp | 160.62%-145.0pp |
| Employer contribution / active EE | $10,550 | $1,974+434.5% | $2,747+284.1% | $2,670+295.2% |
| Participant deferral / active EE | $7,995 | $2,837+181.9% | $3,880+106.1% | $4,125+93.8% |
| Admin fee / account holder | $40,061 | $2,952+1257.1% | $3,068+1205.7% | $5,651+608.9% |