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 | $286,937 | $91,190+214.7% | $178,490+60.8% | $79,858+259.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 13.14% | 24.19%-11.0pp | 151.07%-137.9pp | 31.71%-18.6pp |
| Employer contribution / active EE | $15,122 | $3,256+364.5% | $5,011+201.8% | $2,471+512.0% |
| Participant deferral / active EE | $9,172 | $3,236+183.4% | $5,202+76.3% | $3,740+145.2% |
| Admin fee / account holder | $10,248 | $6,751+51.8% | $13,984-26.7% | $5,306+93.1% |