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 | $323,053 | $71,050+354.7% | $93,606+245.1% | $80,856+299.5% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 15.20% | 11.26%+3.9pp | 133.20%-118.0pp | 35.59%-20.4pp |
| Employer contribution / active EE | $7,608 | $1,564+386.6% | $2,420+214.4% | $2,755+176.2% |
| Participant deferral / active EE | $9,756 | $4,034+141.9% | $4,411+121.2% | $4,296+127.1% |
| Admin fee / account holder | $41,597 | $6,945+499.0% | $8,285+402.1% | $6,918+501.3% |