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 | $290,892 | $61,280+374.7% | $69,780+316.9% | $84,808+243.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 79.3%+20.7pp | 68.3%+31.7pp |
| Annual return | 15.38% | 12.93%+2.4pp | 26.31%-10.9pp | 40.90%-25.5pp |
| Employer contribution / active EE | $9,994 | $3,577+179.4% | $4,168+139.8% | $2,631+279.9% |
| Participant deferral / active EE | $12,932 | $3,756+244.3% | $6,164+109.8% | $4,212+207.1% |
| Admin fee / account holder | $4,045 | $6,026-32.9% | $7,285-44.5% | $7,344-44.9% |