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 | $257,977 | $89,753+187.4% | $107,525+139.9% | $84,808+204.2% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 43.67% | 29.48%+14.2pp | 181.32%-137.6pp | 40.90%+2.8pp |
| Employer contribution / active EE | $8,166 | $3,113+162.3% | $3,754+117.6% | $2,631+210.4% |
| Participant deferral / active EE | $7,009 | $4,056+72.8% | $5,116+37.0% | $4,212+66.4% |
| Admin fee / account holder | $23,450 | $7,222+224.7% | $8,919+162.9% | $7,344+219.3% |