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 | $295,188 | $109,881+168.6% | $150,045+96.7% | $84,808+248.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 20.40% | 28.25%-7.8pp | 62.55%-42.2pp | 40.90%-20.5pp |
| Employer contribution / active EE | $2,828 | $3,561-20.6% | $4,693-39.7% | $2,631+7.5% |
| Participant deferral / active EE | $8,608 | $6,636+29.7% | $7,997+7.6% | $4,212+104.4% |
| Admin fee / account holder | $409 | $8,568-95.2% | $13,435-97.0% | $7,344-94.4% |