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 | $281,491 | $77,899+261.4% | $149,673+88.1% | $75,163+274.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 20.56% | 31.72%-11.2pp | 134.42%-113.9pp | 160.62%-140.1pp |
| Employer contribution / active EE | $8,697 | $3,137+177.2% | $4,818+80.5% | $2,670+225.8% |
| Participant deferral / active EE | $6,596 | $3,411+93.4% | $5,680+16.1% | $4,125+59.9% |
| Admin fee / account holder | $1,873 | $5,956-68.5% | $13,210-85.8% | $5,651-66.9% |