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 | $322,461 | $77,634+315.4% | $156,549+106.0% | $62,891+412.7% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 5.42% | 50.32%-44.9pp | 32.23%-26.8pp | 20.14%-14.7pp |
| Employer contribution / active EE | $20,257 | $3,444+488.2% | $5,501+268.2% | $2,281+788.1% |
| Participant deferral / active EE | $12,291 | $3,045+303.6% | $4,871+152.3% | $3,203+283.7% |
| Admin fee / account holder | $22,789 | $5,561+309.8% | $13,027+74.9% | $4,296+430.5% |