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 | $268,418 | $81,208+230.5% | $98,907+171.4% | $79,858+236.1% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 16.93% | 60.99%-44.1pp | 196.43%-179.5pp | 31.71%-14.8pp |
| Employer contribution / active EE | $9,901 | $1,960+405.2% | $2,689+268.2% | $2,471+300.7% |
| Participant deferral / active EE | $5,979 | $3,265+83.1% | $4,244+40.9% | $3,740+59.9% |
| Admin fee / account holder | $14,225 | $6,013+136.6% | $6,642+114.2% | $5,306+168.1% |