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 | $384,192 | $81,233+372.9% | $155,567+147.0% | $80,874+375.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 15.94% | 33.33%-17.4pp | 64.74%-48.8pp | 35.62%-19.7pp |
| Employer contribution / active EE | $8,000 | $3,101+158.0% | $4,674+71.2% | $2,756+190.3% |
| Participant deferral / active EE | $5,506 | $3,452+59.5% | $5,628-2.2% | $4,297+28.1% |
| Admin fee / account holder | $19,043 | $7,998+138.1% | $15,916+19.6% | $6,935+174.6% |