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 | $250,334 | $78,422+219.2% | $95,952+160.9% | $79,858+213.5% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 18.99% | 19.37%-0.4pp | 91.61%-72.6pp | 31.71%-12.7pp |
| Employer contribution / active EE | $11,937 | $1,945+513.7% | $2,541+369.8% | $2,471+383.1% |
| Participant deferral / active EE | $8,291 | $3,440+141.0% | $4,167+99.0% | $3,740+121.7% |
| Admin fee / account holder | $3,815 | $5,622-32.1% | $6,795-43.9% | $5,306-28.1% |