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 | $304,010 | $83,337+264.8% | $67,834+348.2% | $273,961+11.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 7.18% | 259.45%-252.3pp | 138.47%-131.3pp | 41.45%-34.3pp |
| Employer contribution / active EE | $8,911 | $3,287+171.1% | $2,403+270.8% | $4,869+83.0% |
| Participant deferral / active EE | $15,852 | $4,088+287.8% | $3,160+401.7% | $5,287+199.8% |
| Admin fee / account holder | $4,772 | $6,752-29.3% | $4,622+3.2% | $10,132-52.9% |