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 | $265,925 | $78,705+237.9% | $117,854+125.6% | $70,131+279.2% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 13.02% | 23.30%-10.3pp | 335.08%-322.1pp | 73.14%-60.1pp |
| Employer contribution / active EE | $3,004 | $2,223+35.1% | $3,786-20.7% | $2,342+28.2% |
| Participant deferral / active EE | $6,426 | $3,297+94.9% | $4,482+43.4% | $3,332+92.9% |
| Admin fee / account holder | $47,399 | $5,065+835.7% | $8,020+491.0% | $4,645+920.4% |