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 | $356,340 | $52,380+580.3% | $98,755+260.8% | $85,850+315.1% |
| Participation rate | 100.0% | 58.0%+42.0pp | 65.7%+34.3pp | 69.3%+30.7pp |
| Annual return | 17.01% | 25.82%-8.8pp | 49.91%-32.9pp | 318.53%-301.5pp |
| Employer contribution / active EE | $3,458 | $1,337+158.5% | $2,067+67.2% | $2,565+34.8% |
| Participant deferral / active EE | $8,157 | $2,101+288.2% | $3,035+168.7% | $3,952+106.4% |
| Admin fee / account holder | $59,107 | $3,865+1429.5% | $4,076+1350.1% | $6,260+844.2% |