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 | $488,710 | $80,717+505.5% | $154,803+215.7% | $84,808+476.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 14.06% | 37.96%-23.9pp | 58.88%-44.8pp | 40.90%-26.8pp |
| Employer contribution / active EE | $9,700 | $2,761+251.3% | $4,305+125.3% | $2,631+268.7% |
| Participant deferral / active EE | $9,307 | $3,303+181.8% | $5,540+68.0% | $4,212+121.0% |
| Admin fee / account holder | $36,513 | $6,746+441.3% | $14,329+154.8% | $7,344+397.2% |