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 | $315,930 | $104,664+201.9% | $85,682+268.7% | $167,490+88.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 24.44% | 21.45%+3.0pp | 21.49%+2.9pp | 478.56%-454.1pp |
| Employer contribution / active EE | $4,419 | $3,337+32.4% | $2,618+68.8% | $4,837-8.7% |
| Participant deferral / active EE | $5,655 | $4,824+17.2% | $3,923+44.2% | $6,341-10.8% |
| Admin fee / account holder | $10,303 | $10,032+2.7% | $6,873+49.9% | $12,309-16.3% |