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 | $340,443 | $63,346+437.4% | $92,233+269.1% | $70,131+385.4% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 17.65% | 530.12%-512.5pp | 176.28%-158.6pp | 73.14%-55.5pp |
| Employer contribution / active EE | $7,496 | $2,471+203.4% | $3,679+103.7% | $2,342+220.0% |
| Participant deferral / active EE | $14,992 | $2,854+425.4% | $3,897+284.7% | $3,332+350.0% |
| Admin fee / account holder | $41,051 | $3,840+969.0% | $5,194+690.4% | $4,645+783.7% |