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 | $378,701 | $89,753+321.9% | $107,525+252.2% | $84,808+346.5% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 14.75% | 29.48%-14.7pp | 181.32%-166.6pp | 40.90%-26.2pp |
| Employer contribution / active EE | $9,545 | $3,113+206.6% | $3,754+154.3% | $2,631+262.8% |
| Participant deferral / active EE | $8,962 | $4,056+121.0% | $5,116+75.2% | $4,212+112.8% |
| Admin fee / account holder | $25,002 | $7,222+246.2% | $8,919+180.3% | $7,344+240.4% |