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 | $369,754 | $77,634+376.3% | $156,549+136.2% | $62,891+487.9% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 10.32% | 50.32%-40.0pp | 32.23%-21.9pp | 20.14%-9.8pp |
| Employer contribution / active EE | $13,303 | $3,444+286.3% | $5,501+141.8% | $2,281+483.2% |
| Participant deferral / active EE | $9,187 | $3,045+201.7% | $4,871+88.6% | $3,203+186.8% |
| Admin fee / account holder | $9,293 | $5,561+67.1% | $13,027-28.7% | $4,296+116.3% |