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 | $260,401 | $81,248+220.5% | $155,509+67.5% | $80,856+222.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 13.92% | 33.31%-19.4pp | 64.67%-50.7pp | 35.59%-21.7pp |
| Employer contribution / active EE | $19,973 | $3,100+544.2% | $4,672+327.5% | $2,755+625.0% |
| Participant deferral / active EE | $13,199 | $3,452+282.4% | $5,626+134.6% | $4,296+207.3% |
| Admin fee / account holder | $50,894 | $7,997+536.4% | $15,912+219.8% | $6,918+635.7% |