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 | $438,594 | $89,753+388.7% | $107,525+307.9% | $84,808+417.2% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 16.62% | 29.48%-12.9pp | 181.32%-164.7pp | 40.90%-24.3pp |
| Employer contribution / active EE | $12,376 | $3,113+297.5% | $3,754+229.7% | $2,631+370.4% |
| Participant deferral / active EE | $10,845 | $4,056+167.4% | $5,116+112.0% | $4,212+157.5% |
| Admin fee / account holder | $6,049 | $7,222-16.2% | $8,919-32.2% | $7,344-17.6% |