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 | $359,462 | $79,944+349.6% | $98,439+265.2% | $75,163+378.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 17.04% | 19.75%-2.7pp | 21.16%-4.1pp | 160.62%-143.6pp |
| Employer contribution / active EE | $6,877 | $2,264+203.8% | $3,048+125.6% | $2,670+157.6% |
| Participant deferral / active EE | $10,055 | $3,752+168.0% | $4,738+112.2% | $4,125+143.7% |
| Admin fee / account holder | $10,429 | $6,840+52.5% | $8,948+16.6% | $5,651+84.5% |