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 | $347,776 | $93,571+271.7% | $135,903+155.9% | $75,163+362.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 18.18% | 30.90%-12.7pp | 68.23%-50.1pp | 160.62%-142.4pp |
| Employer contribution / active EE | $13,693 | $3,537+287.2% | $4,856+182.0% | $2,670+412.9% |
| Participant deferral / active EE | $14,392 | $6,404+124.7% | $7,758+85.5% | $4,125+248.9% |
| Admin fee / account holder | $1,515 | $6,975-78.3% | $10,762-85.9% | $5,651-73.2% |