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 | $298,017 | $93,170+219.9% | $100,534+196.4% | $84,808+251.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 80.6%+19.4pp | 68.3%+31.7pp |
| Annual return | 14.66% | 47.13%-32.5pp | 32.66%-18.0pp | 40.90%-26.2pp |
| Employer contribution / active EE | $5,200 | $3,985+30.5% | $4,346+19.6% | $2,631+97.7% |
| Participant deferral / active EE | $8,108 | $5,699+42.3% | $6,144+32.0% | $4,212+92.5% |
| Admin fee / account holder | $21,375 | $7,382+189.6% | $7,654+179.3% | $7,344+191.1% |