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 | $366,645 | $87,013+321.4% | $106,213+245.2% | $80,856+353.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 17.18% | 17.05%+0.1pp | 116.14%-99.0pp | 35.59%-18.4pp |
| Employer contribution / active EE | $6,553 | $2,395+173.6% | $3,171+106.6% | $2,755+137.9% |
| Participant deferral / active EE | $10,627 | $3,986+166.6% | $5,016+111.9% | $4,296+147.4% |
| Admin fee / account holder | $93,178 | $8,431+1005.1% | $11,033+744.5% | $6,918+1246.9% |