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 | $264,697 | $58,208+354.7% | $81,812+223.5% | $80,856+227.4% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 12.35% | 41.66%-29.3pp | 773.79%-761.4pp | 35.59%-23.2pp |
| Employer contribution / active EE | $11,377 | $2,340+386.2% | $2,912+290.7% | $2,755+313.0% |
| Participant deferral / active EE | $6,988 | $3,281+113.0% | $4,319+61.8% | $4,296+62.7% |
| Admin fee / account holder | $1,071 | $4,981-78.5% | $7,386-85.5% | $6,918-84.5% |