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 | $303,983 | $94,625+221.3% | $116,228+161.5% | $84,808+258.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 14.18% | 20.40%-6.2pp | 90.06%-75.9pp | 40.90%-26.7pp |
| Employer contribution / active EE | $11,976 | $2,347+410.4% | $2,994+299.9% | $2,631+355.2% |
| Participant deferral / active EE | $2,452 | $3,972-38.3% | $4,953-50.5% | $4,212-41.8% |
| Admin fee / account holder | $5,420 | $10,091-46.3% | $11,989-54.8% | $7,344-26.2% |