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 | $431,366 | $89,753+380.6% | $107,525+301.2% | $84,808+408.6% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 13.39% | 29.48%-16.1pp | 181.32%-167.9pp | 40.90%-27.5pp |
| Employer contribution / active EE | $7,500 | $3,113+140.9% | $3,754+99.8% | $2,631+185.1% |
| Participant deferral / active EE | $17,112 | $4,056+321.9% | $5,116+234.5% | $4,212+306.3% |
| Admin fee / account holder | $22,495 | $7,222+211.5% | $8,919+152.2% | $7,344+206.3% |