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 | $357,156 | $98,750+261.7% | $149,696+138.6% | $79,858+347.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 13.45% | 27.43%-14.0pp | 276.60%-263.2pp | 31.71%-18.3pp |
| Employer contribution / active EE | $6,667 | $3,216+107.3% | $4,644+43.5% | $2,471+169.8% |
| Participant deferral / active EE | $6,478 | $5,680+14.0% | $6,842-5.3% | $3,740+73.2% |
| Admin fee / account holder | $46,363 | $6,053+666.0% | $9,309+398.1% | $5,306+773.7% |