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 | $423,367 | $89,753+371.7% | $107,525+293.7% | $84,808+399.2% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 13.76% | 29.48%-15.7pp | 181.32%-167.6pp | 40.90%-27.1pp |
| Employer contribution / active EE | $20,436 | $3,113+556.4% | $3,754+444.5% | $2,631+676.8% |
| Participant deferral / active EE | $7,490 | $4,056+84.7% | $5,116+46.4% | $4,212+77.8% |
| Admin fee / account holder | $9,654 | $7,222+33.7% | $8,919+8.2% | $7,344+31.5% |