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 | $258,851 | $91,190+183.9% | $178,490+45.0% | $79,858+224.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 12.53% | 24.19%-11.7pp | 151.07%-138.5pp | 31.71%-19.2pp |
| Employer contribution / active EE | $11,879 | $3,256+264.9% | $5,011+137.1% | $2,471+380.8% |
| Participant deferral / active EE | $3,159 | $3,236-2.4% | $5,202-39.3% | $3,740-15.5% |
| Admin fee / account holder | $6,513 | $6,751-3.5% | $13,984-53.4% | $5,306+22.7% |