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 | $337,352 | $55,706+505.6% | $75,886+344.5% | $72,985+362.2% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 19.63% | 27.59%-8.0pp | 30.76%-11.1pp | 81.00%-61.4pp |
| Employer contribution / active EE | $5,108 | $1,687+202.9% | $2,500+104.3% | $2,440+109.4% |
| Participant deferral / active EE | $11,339 | $2,634+330.5% | $3,603+214.7% | $3,607+214.3% |
| Admin fee / account holder | $14,390 | $3,978+261.7% | $5,418+165.6% | $5,124+180.8% |