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 | $386,573 | $72,277+434.9% | $101,248+281.8% | $79,858+384.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 12.74% | 22.30%-9.6pp | 46.47%-33.7pp | 31.71%-19.0pp |
| Employer contribution / active EE | $20,238 | $2,692+651.9% | $3,660+453.0% | $2,471+719.1% |
| Participant deferral / active EE | $6,836 | $3,282+108.3% | $4,370+56.4% | $3,740+82.8% |
| Admin fee / account holder | $10,370 | $4,400+135.7% | $5,945+74.4% | $5,306+95.4% |