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 | $389,444 | $72,277+438.8% | $101,248+284.6% | $79,858+387.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 18.08% | 22.30%-4.2pp | 46.47%-28.4pp | 31.71%-13.6pp |
| Employer contribution / active EE | $6,383 | $2,692+137.1% | $3,660+74.4% | $2,471+158.3% |
| Participant deferral / active EE | $12,296 | $3,282+274.7% | $4,370+181.4% | $3,740+228.8% |
| Admin fee / account holder | $14,583 | $4,400+231.4% | $5,945+145.3% | $5,306+174.8% |