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 | $312,063 | $98,750+216.0% | $149,696+108.5% | $79,858+290.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.15% | 27.43%-11.3pp | 276.60%-260.5pp | 31.71%-15.6pp |
| Employer contribution / active EE | $11,140 | $3,216+246.3% | $4,644+139.9% | $2,471+350.9% |
| Participant deferral / active EE | $8,376 | $5,680+47.5% | $6,842+22.4% | $3,740+124.0% |
| Admin fee / account holder | $6,099 | $6,053+0.8% | $9,309-34.5% | $5,306+14.9% |