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 | $270,412 | $86,286+213.4% | $111,297+143.0% | $85,850+215.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 25.02% | 19.99%+5.0pp | 54.65%-29.6pp | 318.53%-293.5pp |
| Employer contribution / active EE | $6,472 | $2,043+216.7% | $2,731+137.0% | $2,565+152.3% |
| Participant deferral / active EE | $6,217 | $3,641+70.8% | $4,487+38.6% | $3,952+57.3% |
| Admin fee / account holder | $26,866 | $8,188+228.1% | $7,964+237.3% | $6,260+329.2% |