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 | $326,690 | $84,233+287.8% | $170,442+91.7% | $70,131+365.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.31% | 23.06%-5.8pp | 205.93%-188.6pp | 73.14%-55.8pp |
| Employer contribution / active EE | $6,602 | $3,387+94.9% | $5,433+21.5% | $2,342+181.9% |
| Participant deferral / active EE | $4,944 | $3,086+60.2% | $4,939+0.1% | $3,332+48.4% |
| Admin fee / account holder | $490 | $5,698-91.4% | $13,880-96.5% | $4,645-89.5% |