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 | $344,659 | $101,069+241.0% | $81,478+323.0% | $147,584+133.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 13.93% | 32.40%-18.5pp | 38.78%-24.9pp | 578.55%-564.6pp |
| Employer contribution / active EE | $10,958 | $3,205+241.9% | $2,568+326.8% | $4,876+124.7% |
| Participant deferral / active EE | $10,534 | $4,242+148.3% | $3,537+197.8% | $5,439+93.7% |
| Admin fee / account holder | $32,135 | $5,812+452.9% | $4,561+604.6% | $10,885+195.2% |