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 | $258,107 | $105,181+145.4% | $159,436+61.9% | $85,850+200.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 16.51% | 45.07%-28.6pp | 263.57%-247.1pp | 318.53%-302.0pp |
| Employer contribution / active EE | $2,392 | $3,318-27.9% | $4,829-50.5% | $2,565-6.7% |
| Participant deferral / active EE | $8,073 | $5,945+35.8% | $7,352+9.8% | $3,952+104.3% |
| Admin fee / account holder | $15,045 | $6,933+117.0% | $10,799+39.3% | $6,260+140.3% |