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 | $381,028 | $86,286+341.6% | $111,297+242.4% | $85,850+343.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 14.32% | 19.99%-5.7pp | 54.65%-40.3pp | 318.53%-304.2pp |
| Employer contribution / active EE | $18,001 | $2,043+781.0% | $2,731+559.1% | $2,565+601.8% |
| Participant deferral / active EE | $6,624 | $3,641+82.0% | $4,487+47.6% | $3,952+67.6% |
| Admin fee / account holder | $10,558 | $8,188+28.9% | $7,964+32.6% | $6,260+68.7% |