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 | $368,672 | $101,069+264.8% | $81,478+352.5% | $147,584+149.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 9.78% | 32.40%-22.6pp | 38.78%-29.0pp | 578.55%-568.8pp |
| Employer contribution / active EE | $21,649 | $3,205+575.5% | $2,568+743.1% | $4,876+344.0% |
| Participant deferral / active EE | $11,143 | $4,242+162.7% | $3,537+215.1% | $5,439+104.9% |
| Admin fee / account holder | $6,145 | $5,812+5.7% | $4,561+34.7% | $10,885-43.5% |