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 | $361,254 | $78,672+359.2% | $109,143+231.0% | $85,850+320.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 11.80% | 25.09%-13.3pp | 25.75%-14.0pp | 318.53%-306.7pp |
| Employer contribution / active EE | $8,621 | $2,735+215.2% | $3,722+131.6% | $2,565+236.1% |
| Participant deferral / active EE | $11,561 | $3,467+233.4% | $4,653+148.5% | $3,952+192.6% |
| Admin fee / account holder | $1,294 | $5,469-76.3% | $6,752-80.8% | $6,260-79.3% |