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 | $256,847 | $89,753+186.2% | $107,525+138.9% | $84,808+202.9% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 17.11% | 29.48%-12.4pp | 181.32%-164.2pp | 40.90%-23.8pp |
| Employer contribution / active EE | $3,722 | $3,113+19.6% | $3,754-0.8% | $2,631+41.5% |
| Participant deferral / active EE | $12,342 | $4,056+204.3% | $5,116+141.3% | $4,212+193.1% |
| Admin fee / account holder | $15,354 | $7,222+112.6% | $8,919+72.2% | $7,344+109.1% |