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 | $309,931 | $78,422+295.2% | $95,952+223.0% | $79,858+288.1% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 15.56% | 19.37%-3.8pp | 91.61%-76.0pp | 31.71%-16.2pp |
| Employer contribution / active EE | $12,803 | $1,945+558.2% | $2,541+403.9% | $2,471+418.2% |
| Participant deferral / active EE | $12,358 | $3,440+259.3% | $4,167+196.6% | $3,740+230.4% |
| Admin fee / account holder | $7,074 | $5,622+25.8% | $6,795+4.1% | $5,306+33.3% |