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 | $630,240 | $90,503+596.4% | $78,689+700.9% | $273,961+130.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.37% | 75.60%-67.2pp | 62.18%-53.8pp | 41.45%-33.1pp |
| Employer contribution / active EE | $12,500 | $3,176+293.6% | $2,851+338.5% | $4,869+156.7% |
| Participant deferral / active EE | $10,000 | $3,901+156.3% | $3,517+184.3% | $5,287+89.1% |
| Admin fee / account holder | $22,745 | $5,263+332.1% | $4,510+404.3% | $10,132+124.5% |