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 | $416,262 | $65,365+536.8% | $92,893+348.1% | $72,985+470.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 17.40% | 42.10%-24.7pp | 109.41%-92.0pp | 81.00%-63.6pp |
| Employer contribution / active EE | $20,732 | $2,594+699.2% | $3,653+467.6% | $2,440+749.7% |
| Participant deferral / active EE | $6,076 | $3,128+94.2% | $4,236+43.4% | $3,607+68.4% |
| Admin fee / account holder | $3,542 | $4,251-16.7% | $5,794-38.9% | $5,124-30.9% |