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 | $409,206 | $78,422+421.8% | $95,952+326.5% | $79,858+412.4% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 25.57% | 19.37%+6.2pp | 91.61%-66.0pp | 31.71%-6.1pp |
| Employer contribution / active EE | $5,651 | $1,945+190.5% | $2,541+122.4% | $2,471+128.7% |
| Participant deferral / active EE | $5,042 | $3,440+46.6% | $4,167+21.0% | $3,740+34.8% |
| Admin fee / account holder | $6,453 | $5,622+14.8% | $6,795-5.0% | $5,306+21.6% |