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 | $430,671 | $98,750+336.1% | $149,696+187.7% | $79,858+439.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 14.68% | 27.43%-12.7pp | 276.60%-261.9pp | 31.71%-17.0pp |
| Employer contribution / active EE | $3,947 | $3,216+22.7% | $4,644-15.0% | $2,471+59.7% |
| Participant deferral / active EE | $8,091 | $5,680+42.4% | $6,842+18.3% | $3,740+116.3% |
| Admin fee / account holder | $18,448 | $6,053+204.8% | $9,309+98.2% | $5,306+247.7% |