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 | $394,297 | $78,672+401.2% | $109,143+261.3% | $85,850+359.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 13.68% | 25.09%-11.4pp | 25.75%-12.1pp | 318.53%-304.8pp |
| Employer contribution / active EE | $6,195 | $2,735+126.5% | $3,722+66.4% | $2,565+141.5% |
| Participant deferral / active EE | $10,672 | $3,467+207.8% | $4,653+129.3% | $3,952+170.0% |
| Admin fee / account holder | $5,606 | $5,469+2.5% | $6,752-17.0% | $6,260-10.4% |