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 | $269,239 | $65,696+309.8% | $56,429+377.1% | $147,584+82.4% |
| Participation rate | 100.0% | 85.5%+14.5pp | 80.0%+20.0pp | 82.8%+17.2pp |
| Annual return | 17.64% | 13.32%+4.3pp | 19.04%-1.4pp | 578.55%-560.9pp |
| Employer contribution / active EE | $8,374 | $4,121+103.2% | $3,405+145.9% | $4,876+71.7% |
| Participant deferral / active EE | $7,900 | $4,876+62.0% | $3,951+99.9% | $5,439+45.3% |
| Admin fee / account holder | $9,827 | $5,947+65.3% | $4,466+120.0% | $10,885-9.7% |