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 | $288,363 | $95,416+202.2% | $185,823+55.2% | $85,850+235.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 13.38% | 23.59%-10.2pp | 122.05%-108.7pp | 318.53%-305.2pp |
| Employer contribution / active EE | $8,118 | $3,314+145.0% | $5,167+57.1% | $2,565+216.5% |
| Participant deferral / active EE | $10,495 | $3,423+206.6% | $5,568+88.5% | $3,952+165.6% |
| Admin fee / account holder | $5,900 | $7,213-18.2% | $16,237-63.7% | $6,260-5.8% |