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 | $251,159 | $54,705+359.1% | $71,209+252.7% | $84,808+196.2% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 16.46% | 35.90%-19.4pp | 282.51%-266.1pp | 40.90%-24.4pp |
| Employer contribution / active EE | $5,939 | $2,158+175.2% | $2,721+118.3% | $2,631+125.7% |
| Participant deferral / active EE | $14,065 | $3,030+364.1% | $4,175+236.9% | $4,212+234.0% |
| Admin fee / account holder | $11,727 | $4,863+141.1% | $5,349+119.2% | $7,344+59.7% |