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 | $430,412 | $89,753+379.6% | $107,525+300.3% | $84,808+407.5% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 16.97% | 29.48%-12.5pp | 181.32%-164.3pp | 40.90%-23.9pp |
| Employer contribution / active EE | $6,324 | $3,113+103.1% | $3,754+68.5% | $2,631+140.4% |
| Participant deferral / active EE | $17,737 | $4,056+337.3% | $5,116+246.7% | $4,212+321.1% |
| Admin fee / account holder | $27,642 | $7,222+282.7% | $8,919+209.9% | $7,344+276.4% |