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 | $350,082 | $135,952+157.5% | $123,892+182.6% | $273,961+27.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.30% | 56.63%-51.3pp | 47.52%-42.2pp | 41.45%-36.2pp |
| Employer contribution / active EE | $17,078 | $5,170+230.4% | $4,617+269.9% | $4,869+250.8% |
| Participant deferral / active EE | $11,340 | $6,343+78.8% | $5,984+89.5% | $5,287+114.5% |
| Admin fee / account holder | $32,600 | $9,817+232.1% | $8,357+290.1% | $10,132+221.8% |