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 | $364,193 | $104,251+249.3% | $91,001+300.2% | $147,584+146.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 14.88% | 27.06%-12.2pp | 4.60%+10.3pp | 578.55%-563.7pp |
| Employer contribution / active EE | $9,933 | $3,116+218.8% | $2,456+304.5% | $4,876+103.7% |
| Participant deferral / active EE | $6,181 | $4,195+47.4% | $3,547+74.3% | $5,439+13.7% |
| Admin fee / account holder | $489 | $8,948-94.5% | $5,417-91.0% | $10,885-95.5% |