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 | $366,648 | $109,881+233.7% | $150,045+144.4% | $84,808+332.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 17.02% | 28.25%-11.2pp | 62.55%-45.5pp | 40.90%-23.9pp |
| Employer contribution / active EE | $7,709 | $3,561+116.5% | $4,693+64.3% | $2,631+193.0% |
| Participant deferral / active EE | $9,018 | $6,636+35.9% | $7,997+12.8% | $4,212+114.1% |
| Admin fee / account holder | $12,666 | $8,568+47.8% | $13,435-5.7% | $7,344+72.5% |