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 | $327,133 | $93,571+249.6% | $135,903+140.7% | $75,163+335.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.91% | 30.90%-14.0pp | 68.23%-51.3pp | 160.62%-143.7pp |
| Employer contribution / active EE | $4,940 | $3,537+39.7% | $4,856+1.7% | $2,670+85.0% |
| Participant deferral / active EE | $12,748 | $6,404+99.1% | $7,758+64.3% | $4,125+209.0% |
| Admin fee / account holder | $26,665 | $6,975+282.3% | $10,762+147.8% | $5,651+371.9% |