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 | $359,283 | $89,753+300.3% | $107,525+234.1% | $84,808+323.6% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 12.92% | 29.48%-16.6pp | 181.32%-168.4pp | 40.90%-28.0pp |
| Employer contribution / active EE | $7,707 | $3,113+147.5% | $3,754+105.3% | $2,631+192.9% |
| Participant deferral / active EE | $14,278 | $4,056+252.0% | $5,116+179.1% | $4,212+239.0% |
| Admin fee / account holder | $19,393 | $7,222+168.5% | $8,919+117.4% | $7,344+164.1% |