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 | $323,581 | $62,573+417.1% | $85,682+277.7% | $85,850+276.9% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.9%+30.1pp | 69.3%+30.7pp |
| Annual return | 16.20% | 23.77%-7.6pp | 21.49%-5.3pp | 318.53%-302.3pp |
| Employer contribution / active EE | $8,828 | $1,757+402.5% | $2,618+237.1% | $2,565+244.1% |
| Participant deferral / active EE | $12,102 | $2,802+331.8% | $3,923+208.5% | $3,952+206.2% |
| Admin fee / account holder | $2,175 | $4,640-53.1% | $6,873-68.3% | $6,260-65.3% |