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 | $394,166 | $98,750+299.2% | $149,696+163.3% | $79,858+393.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 15.05% | 27.43%-12.4pp | 276.60%-261.6pp | 31.71%-16.7pp |
| Employer contribution / active EE | $5,547 | $3,216+72.5% | $4,644+19.4% | $2,471+124.5% |
| Participant deferral / active EE | $5,694 | $5,680+0.2% | $6,842-16.8% | $3,740+52.2% |
| Admin fee / account holder | $27,900 | $6,053+361.0% | $9,309+199.7% | $5,306+425.8% |