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 | $296,647 | $77,899+280.8% | $149,673+98.2% | $75,163+294.7% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 20.77% | 31.72%-10.9pp | 134.42%-113.6pp | 160.62%-139.8pp |
| Employer contribution / active EE | $5,764 | $3,137+83.7% | $4,818+19.7% | $2,670+115.9% |
| Participant deferral / active EE | $8,508 | $3,411+149.4% | $5,680+49.8% | $4,125+106.3% |
| Admin fee / account holder | $9,015 | $5,956+51.4% | $13,210-31.8% | $5,651+59.5% |