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 | $305,306 | $72,277+322.4% | $101,248+201.5% | $79,858+282.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 16.21% | 22.30%-6.1pp | 46.47%-30.3pp | 31.71%-15.5pp |
| Employer contribution / active EE | $19,293 | $2,692+616.8% | $3,660+427.2% | $2,471+680.9% |
| Participant deferral / active EE | $2,920 | $3,282-11.0% | $4,370-33.2% | $3,740-21.9% |
| Admin fee / account holder | $15,274 | $4,400+247.1% | $5,945+156.9% | $5,306+187.8% |