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 | $286,805 | $65,365+338.8% | $92,893+208.7% | $72,985+293.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 19.08% | 42.10%-23.0pp | 109.41%-90.3pp | 81.00%-61.9pp |
| Employer contribution / active EE | $9,384 | $2,594+261.7% | $3,653+156.9% | $2,440+284.6% |
| Participant deferral / active EE | $12,380 | $3,128+295.8% | $4,236+192.3% | $3,607+243.2% |
| Admin fee / account holder | $7,364 | $4,251+73.2% | $5,794+27.1% | $5,124+43.7% |