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 | $367,573 | $84,233+336.4% | $170,442+115.7% | $70,131+424.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.43% | 23.06%-7.6pp | 205.93%-190.5pp | 73.14%-57.7pp |
| Employer contribution / active EE | $13,450 | $3,387+297.1% | $5,433+147.6% | $2,342+474.2% |
| Participant deferral / active EE | $8,328 | $3,086+169.9% | $4,939+68.6% | $3,332+149.9% |
| Admin fee / account holder | $86,082 | $5,698+1410.8% | $13,880+520.2% | $4,645+1753.1% |