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 | $311,075 | $78,422+296.7% | $95,952+224.2% | $79,858+289.5% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 18.66% | 19.37%-0.7pp | 91.61%-73.0pp | 31.71%-13.1pp |
| Employer contribution / active EE | $8,065 | $1,945+314.6% | $2,541+217.4% | $2,471+226.4% |
| Participant deferral / active EE | $2,552 | $3,440-25.8% | $4,167-38.8% | $3,740-31.8% |
| Admin fee / account holder | $2,246 | $5,622-60.0% | $6,795-66.9% | $5,306-57.7% |