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 | $258,295 | $48,046+437.6% | $84,611+205.3% | $72,985+253.9% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 24.36% | 37.38%-13.0pp | 258.74%-234.4pp | 81.00%-56.6pp |
| Employer contribution / active EE | $11,923 | $1,602+644.4% | $2,652+349.6% | $2,440+388.7% |
| Participant deferral / active EE | $6,340 | $2,680+136.5% | $3,899+62.6% | $3,607+75.8% |
| Admin fee / account holder | $8,286 | $3,395+144.1% | $4,912+68.7% | $5,124+61.7% |