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 | $374,993 | $80,717+364.6% | $154,803+142.2% | $84,808+342.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 13.82% | 37.96%-24.1pp | 58.88%-45.1pp | 40.90%-27.1pp |
| Employer contribution / active EE | $10,645 | $2,761+285.5% | $4,305+147.2% | $2,631+304.6% |
| Participant deferral / active EE | $7,607 | $3,303+130.3% | $5,540+37.3% | $4,212+80.6% |
| Admin fee / account holder | $76,692 | $6,746+1036.9% | $14,329+435.2% | $7,344+944.3% |