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 | $365,957 | $77,314+373.3% | $177,989+105.6% | $80,856+352.6% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 16.97% | 18.09%-1.1pp | 294.48%-277.5pp | 35.59%-18.6pp |
| Employer contribution / active EE | $8,321 | $2,292+263.0% | $3,949+110.7% | $2,755+202.0% |
| Participant deferral / active EE | $11,384 | $4,411+158.1% | $6,276+81.4% | $4,296+165.0% |
| Admin fee / account holder | $3,718 | $7,191-48.3% | $10,363-64.1% | $6,918-46.3% |