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 | $408,660 | $89,753+355.3% | $107,525+280.1% | $84,808+381.9% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 13.57% | 29.48%-15.9pp | 181.32%-167.7pp | 40.90%-27.3pp |
| Employer contribution / active EE | $9,313 | $3,113+199.1% | $3,754+148.1% | $2,631+254.0% |
| Participant deferral / active EE | $13,904 | $4,056+242.8% | $5,116+171.8% | $4,212+230.1% |
| Admin fee / account holder | $18,927 | $7,222+162.1% | $8,919+112.2% | $7,344+157.7% |