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 | $338,308 | $98,750+242.6% | $149,696+126.0% | $79,858+323.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 14.19% | 27.43%-13.2pp | 276.60%-262.4pp | 31.71%-17.5pp |
| Employer contribution / active EE | $25,081 | $3,216+679.8% | $4,644+440.0% | $2,471+915.1% |
| Participant deferral / active EE | $24,094 | $5,680+324.2% | $6,842+252.2% | $3,740+544.2% |
| Admin fee / account holder | $10,524 | $6,053+73.9% | $9,309+13.1% | $5,306+98.3% |