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 | $318,795 | $85,766+271.7% | $136,294+133.9% | $70,131+354.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 23.20% | 31.45%-8.3pp | 5155.94%-5132.7pp | 73.14%-49.9pp |
| Employer contribution / active EE | $6,724 | $2,966+126.7% | $4,695+43.2% | $2,342+187.0% |
| Participant deferral / active EE | $8,242 | $5,051+63.2% | $6,247+31.9% | $3,332+147.4% |
| Admin fee / account holder | $9,579 | $5,420+76.7% | $9,243+3.6% | $4,645+106.2% |