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 | $284,245 | $77,899+264.9% | $149,673+89.9% | $75,163+278.2% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 17.79% | 31.72%-13.9pp | 134.42%-116.6pp | 160.62%-142.8pp |
| Employer contribution / active EE | $22,924 | $3,137+630.7% | $4,818+375.8% | $2,670+758.7% |
| Participant deferral / active EE | $10,278 | $3,411+201.3% | $5,680+81.0% | $4,125+149.2% |
| Admin fee / account holder | $99,417 | $5,956+1569.1% | $13,210+652.6% | $5,651+1659.3% |