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 | $341,657 | $78,422+335.7% | $95,952+256.1% | $79,858+327.8% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 15.25% | 19.37%-4.1pp | 91.61%-76.4pp | 31.71%-16.5pp |
| Employer contribution / active EE | $10,334 | $1,945+431.3% | $2,541+306.7% | $2,471+318.2% |
| Participant deferral / active EE | $9,869 | $3,440+186.9% | $4,167+136.8% | $3,740+163.9% |
| Admin fee / account holder | $13,130 | $5,622+133.5% | $6,795+93.2% | $5,306+147.4% |