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 | $302,717 | $65,395+362.9% | $182,532+65.8% | $72,985+314.8% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 20.20% | 27.68%-7.5pp | 148.54%-128.3pp | 81.00%-60.8pp |
| Employer contribution / active EE | $7,076 | $1,911+270.2% | $4,076+73.6% | $2,440+190.0% |
| Participant deferral / active EE | $12,206 | $3,563+242.6% | $5,524+121.0% | $3,607+238.4% |
| Admin fee / account holder | $14,764 | $4,245+247.8% | $8,592+71.8% | $5,124+188.1% |