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 | $380,724 | $78,672+383.9% | $109,143+248.8% | $85,850+343.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 13.65% | 25.09%-11.4pp | 25.75%-12.1pp | 318.53%-304.9pp |
| Employer contribution / active EE | $7,393 | $2,735+170.3% | $3,722+98.6% | $2,565+188.2% |
| Participant deferral / active EE | $10,364 | $3,467+198.9% | $4,653+122.7% | $3,952+162.3% |
| Admin fee / account holder | $15,814 | $5,469+189.1% | $6,752+134.2% | $6,260+152.6% |