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 | $323,209 | $76,000+325.3% | $154,107+109.7% | $64,186+403.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 23.34% | 30.32%-7.0pp | 735.12%-711.8pp | 7.63%+15.7pp |
| Employer contribution / active EE | $5,824 | $3,351+73.8% | $5,298+9.9% | $2,381+144.6% |
| Participant deferral / active EE | $3,550 | $3,175+11.8% | $5,081-30.1% | $3,470+2.3% |
| Admin fee / account holder | $14,248 | $5,596+154.6% | $13,411+6.2% | $4,888+191.5% |