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 | $278,855 | $58,208+379.1% | $81,812+240.9% | $80,856+244.9% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 15.22% | 41.66%-26.4pp | 773.79%-758.6pp | 35.59%-20.4pp |
| Employer contribution / active EE | $9,360 | $2,340+300.0% | $2,912+221.4% | $2,755+239.8% |
| Participant deferral / active EE | $9,325 | $3,281+184.2% | $4,319+115.9% | $4,296+117.1% |
| Admin fee / account holder | $24,075 | $4,981+383.3% | $7,386+226.0% | $6,918+248.0% |