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 | $359,811 | $89,355+302.7% | $141,162+154.9% | $72,985+393.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 33.60% | 111.85%-78.2pp | 71.39%-37.8pp | 81.00%-47.4pp |
| Employer contribution / active EE | $4,766 | $3,114+53.0% | $4,735+0.6% | $2,440+95.3% |
| Participant deferral / active EE | $9,561 | $5,418+76.5% | $6,709+42.5% | $3,607+165.0% |
| Admin fee / account holder | $5,904 | $5,958-0.9% | $10,261-42.5% | $5,124+15.2% |