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 | $374,446 | $93,571+300.2% | $135,903+175.5% | $75,163+398.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.21% | 30.90%-11.7pp | 68.23%-49.0pp | 160.62%-141.4pp |
| Employer contribution / active EE | $12,205 | $3,537+245.1% | $4,856+151.3% | $2,670+357.2% |
| Participant deferral / active EE | $13,617 | $6,404+112.6% | $7,758+75.5% | $4,125+230.1% |
| Admin fee / account holder | $51,624 | $6,975+640.1% | $10,762+379.7% | $5,651+813.6% |