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 | $277,425 | $109,881+152.5% | $150,045+84.9% | $84,808+227.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 15.38% | 28.25%-12.9pp | 62.55%-47.2pp | 40.90%-25.5pp |
| Employer contribution / active EE | $4,295 | $3,561+20.6% | $4,693-8.5% | $2,631+63.3% |
| Participant deferral / active EE | $12,441 | $6,636+87.5% | $7,997+55.6% | $4,212+195.4% |
| Admin fee / account holder | $30,445 | $8,568+255.3% | $13,435+126.6% | $7,344+314.6% |