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 | $375,449 | $89,355+320.2% | $141,162+166.0% | $72,985+414.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 25.92% | 111.85%-85.9pp | 71.39%-45.5pp | 81.00%-55.1pp |
| Employer contribution / active EE | $15,060 | $3,114+383.6% | $4,735+218.1% | $2,440+517.2% |
| Participant deferral / active EE | $10,402 | $5,418+92.0% | $6,709+55.0% | $3,607+188.3% |
| Admin fee / account holder | $7,586 | $5,958+27.3% | $10,261-26.1% | $5,124+48.0% |