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 | $338,488 | $100,901+235.5% | $75,670+347.3% | $147,584+129.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 16.94% | 35.78%-18.8pp | 27.34%-10.4pp | 578.55%-561.6pp |
| Employer contribution / active EE | $9,564 | $3,253+194.0% | $2,352+306.7% | $4,876+96.1% |
| Participant deferral / active EE | $7,571 | $4,027+88.0% | $3,142+140.9% | $5,439+39.2% |
| Admin fee / account holder | $7,292 | $11,285-35.4% | $5,800+25.7% | $10,885-33.0% |