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 | $416,320 | $89,753+363.9% | $107,525+287.2% | $84,808+390.9% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 17.32% | 29.48%-12.2pp | 181.32%-164.0pp | 40.90%-23.6pp |
| Employer contribution / active EE | $13,930 | $3,113+347.4% | $3,754+271.1% | $2,631+429.5% |
| Participant deferral / active EE | $7,412 | $4,056+82.7% | $5,116+44.9% | $4,212+76.0% |
| Admin fee / account holder | $14,071 | $7,222+94.8% | $8,919+57.8% | $7,344+91.6% |