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 | $270,414 | $77,899+247.1% | $149,673+80.7% | $75,163+259.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 19.56% | 31.72%-12.2pp | 134.42%-114.9pp | 160.62%-141.1pp |
| Employer contribution / active EE | $9,304 | $3,137+196.6% | $4,818+93.1% | $2,670+248.5% |
| Participant deferral / active EE | $5,922 | $3,411+73.6% | $5,680+4.3% | $4,125+43.6% |
| Admin fee / account holder | $5,682 | $5,956-4.6% | $13,210-57.0% | $5,651+0.6% |