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 | $294,398 | $98,750+198.1% | $149,696+96.7% | $79,858+268.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 21.25% | 27.43%-6.2pp | 276.60%-255.4pp | 31.71%-10.5pp |
| Employer contribution / active EE | $5,326 | $3,216+65.6% | $4,644+14.7% | $2,471+115.6% |
| Participant deferral / active EE | $10,433 | $5,680+83.7% | $6,842+52.5% | $3,740+179.0% |
| Admin fee / account holder | $26,585 | $6,053+339.2% | $9,309+185.6% | $5,306+401.0% |