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 | $337,745 | $58,208+480.2% | $81,812+312.8% | $80,856+317.7% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 13.78% | 41.66%-27.9pp | 773.79%-760.0pp | 35.59%-21.8pp |
| Employer contribution / active EE | $11,889 | $2,340+408.1% | $2,912+308.2% | $2,755+331.6% |
| Participant deferral / active EE | $10,518 | $3,281+220.6% | $4,319+143.5% | $4,296+144.8% |
| Admin fee / account holder | $22,116 | $4,981+344.0% | $7,386+199.4% | $6,918+219.7% |