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 | $282,387 | $109,359+158.2% | $162,163+74.1% | $72,985+286.9% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 75.91% | 25.46%+50.4pp | 115.59%-39.7pp | 81.00%-5.1pp |
| Employer contribution / active EE | $20,763 | $3,907+431.4% | $5,614+269.9% | $2,440+751.0% |
| Participant deferral / active EE | $15,630 | $5,481+185.2% | $7,298+114.2% | $3,607+333.3% |
| Admin fee / account holder | $18,113 | $7,972+127.2% | $10,843+67.1% | $5,124+253.5% |