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 | $311,187 | $94,625+228.9% | $116,228+167.7% | $84,808+266.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 12.58% | 20.40%-7.8pp | 90.06%-77.5pp | 40.90%-28.3pp |
| Employer contribution / active EE | $9,753 | $2,347+315.6% | $2,994+225.7% | $2,631+270.7% |
| Participant deferral / active EE | $15,050 | $3,972+278.9% | $4,953+203.9% | $4,212+257.4% |
| Admin fee / account holder | $72,038 | $10,091+613.9% | $11,989+500.9% | $7,344+880.9% |