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 | $280,668 | $78,422+257.9% | $95,952+192.5% | $79,858+251.5% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 10.82% | 19.37%-8.6pp | 91.61%-80.8pp | 31.71%-20.9pp |
| Employer contribution / active EE | $11,377 | $1,945+484.9% | $2,541+347.8% | $2,471+360.5% |
| Participant deferral / active EE | $4,008 | $3,440+16.5% | $4,167-3.8% | $3,740+7.2% |
| Admin fee / account holder | $8,161 | $5,622+45.2% | $6,795+20.1% | $5,306+53.8% |