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 | $342,320 | $72,277+373.6% | $101,248+238.1% | $79,858+328.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 23.50% | 22.30%+1.2pp | 46.47%-23.0pp | 31.71%-8.2pp |
| Employer contribution / active EE | $11,387 | $2,692+323.1% | $3,660+211.2% | $2,471+360.9% |
| Participant deferral / active EE | $11,576 | $3,282+252.7% | $4,370+164.9% | $3,740+209.5% |
| Admin fee / account holder | $32,026 | $4,400+627.8% | $5,945+438.7% | $5,306+503.6% |