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 | $304,435 | $48,046+533.6% | $84,611+259.8% | $72,985+317.1% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 20.85% | 37.38%-16.5pp | 258.74%-237.9pp | 81.00%-60.1pp |
| Employer contribution / active EE | $3,474 | $1,602+116.9% | $2,652+31.0% | $2,440+42.4% |
| Participant deferral / active EE | $5,504 | $2,680+105.3% | $3,899+41.2% | $3,607+52.6% |
| Admin fee / account holder | $2,839 | $3,395-16.4% | $4,912-42.2% | $5,124-44.6% |