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 | $293,806 | $95,561+207.5% | $77,163+280.8% | $139,434+110.7% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.59% | 54.92%-42.3pp | 37.87%-25.3pp | 372.94%-360.3pp |
| Employer contribution / active EE | $3,750 | $3,147+19.1% | $2,535+47.9% | $4,751-21.1% |
| Participant deferral / active EE | $7,500 | $4,624+62.2% | $3,833+95.7% | $6,710+11.8% |
| Admin fee / account holder | $3,518 | $8,295-57.6% | $5,472-35.7% | $11,403-69.2% |