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 | $510,934 | $100,754+407.1% | $86,677+489.5% | $134,475+279.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 5.74% | 29.04%-23.3pp | 35.91%-30.2pp | 417.96%-412.2pp |
| Employer contribution / active EE | $13,316 | $3,489+281.6% | $2,836+369.5% | $4,740+180.9% |
| Participant deferral / active EE | $5,567 | $5,338+4.3% | $4,656+19.6% | $6,400-13.0% |
| Admin fee / account holder | $6,168 | $10,926-43.5% | $7,493-17.7% | $11,426-46.0% |