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 | $261,941 | $81,632+220.9% | $70,449+271.8% | $158,922+64.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 23.88% | 208.40%-184.5pp | 109.03%-85.1pp | 302.83%-278.9pp |
| Employer contribution / active EE | $10,877 | $3,217+238.1% | $2,737+297.5% | $4,761+128.5% |
| Participant deferral / active EE | $7,989 | $4,554+75.4% | $3,709+115.4% | $5,982+33.5% |
| Admin fee / account holder | $7,480 | $6,193+20.8% | $3,845+94.5% | $11,246-33.5% |