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 | $326,619 | $101,724+221.1% | $164,813+98.2% | $80,856+303.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 11.32% | 16.72%-5.4pp | 69.93%-58.6pp | 35.59%-24.3pp |
| Employer contribution / active EE | $13,190 | $2,953+346.6% | $4,341+203.9% | $2,755+378.8% |
| Participant deferral / active EE | $7,954 | $4,477+77.6% | $6,031+31.9% | $4,296+85.1% |
| Admin fee / account holder | $30,380 | $8,227+269.3% | $12,690+139.4% | $6,918+339.1% |