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 | $377,953 | $56,053+574.3% | $75,972+397.5% | $80,856+367.4% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 15.87% | 20.53%-4.7pp | 359.55%-343.7pp | 35.59%-19.7pp |
| Employer contribution / active EE | $9,160 | $1,874+388.8% | $2,685+241.2% | $2,755+232.5% |
| Participant deferral / active EE | $17,399 | $3,052+470.1% | $4,255+308.9% | $4,296+305.0% |
| Admin fee / account holder | $32,339 | $5,234+517.9% | $6,467+400.1% | $6,918+367.5% |