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 | $354,324 | $77,634+356.4% | $156,549+126.3% | $62,891+463.4% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 9.66% | 50.32%-40.7pp | 32.23%-22.6pp | 20.14%-10.5pp |
| Employer contribution / active EE | $10,108 | $3,444+193.5% | $5,501+83.7% | $2,281+343.2% |
| Participant deferral / active EE | $12,802 | $3,045+320.4% | $4,871+162.8% | $3,203+299.7% |
| Admin fee / account holder | $31,726 | $5,561+470.5% | $13,027+143.5% | $4,296+638.6% |