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 | $275,577 | $57,354+380.5% | $83,848+228.7% | $64,186+329.3% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 8.79% | 11.38%-2.6pp | 850.88%-842.1pp | 7.63%+1.2pp |
| Employer contribution / active EE | $7,694 | $2,545+202.3% | $3,631+111.9% | $2,381+223.2% |
| Participant deferral / active EE | $5,646 | $2,993+88.6% | $4,082+38.3% | $3,470+62.7% |
| Admin fee / account holder | $11,453 | $4,046+183.1% | $5,478+109.1% | $4,888+134.3% |